Litman Gregory Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Litman Gregory Wealth Management LLC

  • $1.13 Billion
  • Q2 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 5,100 shares of SCHO stock, worth $250,155. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,100
Previous 4,820 5.81%
Holding current value
$250,155
Previous $232,000 5.6%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $13,370 - $13,476
280 Added 5.81%
5,100 $245,000
Q1 2024

May 03, 2024
BUY
$48.05 - $48.63 $231,601 - $234,396
4,820 New
4,820 $232,000

Others Institutions Holding SCHO

# of Institutions
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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