Pb Mares Wealth Management LLC Schwab Short Term Us Treasury Transaction History

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 11,238 shares of SCHO stock, worth $272,184. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,238
Previous 5,619 100.0%
Holding current value
$272,184
Previous $275,000 1.82%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$24.06 - $48.88 $135,193 - $274,656
5,619 Added 100.0%
11,238 $270,000
Q1 2024

Apr 29, 2024
BUY
$48.05 - $48.63 $17,970 - $18,187
374 Added 7.13%
5,619 $270,000
Q4 2021

Feb 02, 2022
SELL
$50.83 - $51.21 $50,830 - $51,210
-1,000 Reduced 16.01%
5,245 $267,000
Q2 2021

Jul 13, 2021
SELL
$51.19 - $51.33 $82,108 - $82,333
-1,604 Reduced 20.44%
6,245 $320,000
Q1 2021

Apr 15, 2021
BUY
$51.27 - $51.41 $402,418 - $403,517
7,849 New
7,849 $403,000

Others Institutions Holding SCHO

# of Institutions
626
Shares Held
204M
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 Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares 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 Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email