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

Mbm Wealth Consultants, LLC

  • $290 Million
  • Q2 2024

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 151,511 shares of SCHO stock, worth $7.43 Million. This represents 2.52% of its overall portfolio holdings.

Number of Shares
151,511
Previous 159,010 4.72%
Holding current value
$7.43 Million
Previous $7.67 Million 4.87%
% of portfolio
2.52%
Previous 2.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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