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

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 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 5,020 shares of SCHO stock, worth $121,283. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,020
Previous 5,100 1.57%
Holding current value
$121,283
Previous $245,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$47.93 - $49.06 $3,834 - $3,924
-80 Reduced 1.57%
5,020 $245,000
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
622
Shares Held
184M
Call Options Held
74.3K
Put Options Held
30.8K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email