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

Pb Mares Wealth Management LLC

$539 Million
Q2 2025

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 $274,319. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,238

Previous 11,238 -0.0%

Holding current value

$274,319

Previous $273,000 -0.0%

% of portfolio

0.05%

Previous 0.06%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

711

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

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