Pines Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Pines Wealth Management, LLC

  • $216 Billion
  • Q1 2025

A detailed history of Pines Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Pines Wealth Management, LLC holds 42,202 shares of SCHO stock, worth $1.02 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
42,202
Previous 53,905 21.71%
Holding current value
$1.02 Million
Previous $1.3 Billion 20.9%
% of portfolio
0.48%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
SELL
$24.1 - $24.34 $282,042 - $284,851
-11,703 Reduced 21.71%
42,202 $1.03 Billion
Q4 2024

Jan 14, 2025
BUY
$24.06 - $48.88 $1.3 Million - $2.63 Million
53,905 New
53,905 $1.3 Billion

Others Institutions Holding SCHO

# of Institutions
691
Shares Held
306M
Call Options Held
104K
Put Options Held
38.4K
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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