Mbm Wealth Consultants, LLC Schwab Short Term Us Treasury Transaction History

Mbm Wealth Consultants, LLC

$324 Million
Q1 2025

A detailed history of Mbm Wealth Consultants, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Mbm Wealth Consultants, LLC holds 572,719 shares of SCHO stock, worth $14 Million. This represents 4.3% of its overall portfolio holdings.

Number of Shares

572,719

Previous 520,812 9.97%

Holding current value

$14 Million

Previous $12.5 Million 11.25%

% of portfolio

4.3%

Previous 3.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$24.1 - $24.34 $1.25 Million - $1.26 Million	51,907 Added 9.97%	572,719 $13.9 Million
Q4 2024 Jan 17, 2025	BUY	$24.06 - $48.88 $7.65 Million - $15.5 Million	317,893 Added 156.66%	520,812 $12.5 Million
Q3 2024 Oct 07, 2024	BUY	$47.93 - $49.06 $2.46 Million - $2.52 Million	51,408 Added 33.93%	202,919 $9.94 Million
Q2 2024 Jul 30, 2024	SELL	$47.75 - $48.13 $358,077 - $360,926	-7,499 Reduced 4.72%	151,511 $7.29 Million
Q1 2024 Apr 18, 2024	BUY	$48.05 - $48.63 $305,069 - $308,751	6,349 Added 4.16%	159,010 $7.67 Million
Q4 2023 Jan 30, 2024	BUY	$47.66 - $48.45 $1.21 Million - $1.23 Million	25,330 Added 19.89%	152,661 $7.4 Million
Q3 2023 Oct 19, 2023	BUY	$47.78 - $48.2 $6.08 Million - $6.14 Million	127,331 New	127,331 $6.1 Million

Others Institutions Holding SCHO

# of Institutions

689

Shares Held

318M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Mbm Wealth Consultants, LLC Schwab Short Term Us Treasury Transaction History