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

Pines Wealth Management, LLC

  • $297 Billion
  • Q3 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 54,259 shares of SCHO stock, worth $1.32 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
54,259
Previous 45,061 20.41%
Holding current value
$1.32 Million
Previous $1.09 Billion 21.21%
% of portfolio
0.45%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$24.23 - $24.42 $222,867 - $224,615
9,198 Added 20.41%
54,259 $1.32 Billion
Q2 2025

Jul 09, 2025
BUY
$24.19 - $24.45 $69,159 - $69,902
2,859 Added 6.77%
45,061 $1.09 Billion
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
706
Shares Held
323M
Call Options Held
0
Put Options Held
0
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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