Plan A Wealth LLC Schwab Short Term Us Treasury Transaction History

Plan A Wealth LLC

  • $197 Billion
  • Q3 2025

A detailed history of Plan A Wealth LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Plan A Wealth LLC holds 228,661 shares of SCHO stock, worth $5.57 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
228,661
Previous 186,741 22.45%
Holding current value
$5.57 Million
Previous $4.55 Billion 22.55%
% of portfolio
2.84%
Previous 2.58%

Shares

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

Nov 06, 2025
BUY
$24.23 - $24.42 $1.02 Million - $1.02 Million
41,920 Added 22.45%
228,661 $5.58 Billion
Q2 2025

Nov 06, 2025
BUY
$24.19 - $24.45 $3.06 Million - $3.09 Million
126,481 Added 209.89%
186,741 $4.55 Billion
Q1 2025

Nov 06, 2025
BUY
$24.1 - $24.34 $1.45 Million - $1.47 Million
60,260 New
60,260 $1.47 Billion

Others Institutions Holding SCHO

# of Institutions
705
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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