Rmr Wealth Builders Schwab Short Term Us Treasury Transaction History

Rmr Wealth Builders

$936 Million
Q1 2025

A detailed history of Rmr Wealth Builders transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Rmr Wealth Builders holds 337,364 shares of SCHO stock, worth $8.25 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares

337,364

Previous 243,192 38.72%

Holding current value

$8.25 Million

Previous $5.85 Million 40.28%

% of portfolio

0.88%

Previous 0.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$24.1 - $24.34 $2.27 Million - $2.29 Million	94,172 Added 38.72%	337,364 $8.21 Million
Q4 2024 Jan 10, 2025	BUY	$24.06 - $48.88 $3.57 Million - $7.25 Million	148,398 Added 156.55%	243,192 $5.85 Million
Q3 2024 Oct 21, 2024	BUY	$47.93 - $49.06 $360,146 - $368,636	7,514 Added 8.61%	94,794 $4.64 Million
Q2 2024 Jul 23, 2024	BUY	$47.75 - $48.13 $239,370 - $241,275	5,013 Added 6.09%	87,280 $4.2 Million
Q1 2024 Apr 15, 2024	BUY	$48.05 - $48.63 $1.2 Million - $1.22 Million	25,009 Added 43.68%	82,267 $3.97 Million
Q4 2023 Feb 06, 2024	BUY	$47.66 - $48.45 $583,453 - $593,124	12,242 Added 27.19%	57,258 $2.77 Million
Q3 2023 Oct 23, 2023	BUY	$47.78 - $48.2 $161,257 - $162,675	3,375 Added 8.1%	45,016 $2.16 Million
Q2 2023 Jul 21, 2023	BUY	$48.06 - $48.89 $337,140 - $342,963	7,015 Added 20.26%	41,641 $2 Million
Q1 2023 Apr 11, 2023	BUY	$47.8 - $49.0 $813,747 - $834,176	17,024 Added 96.72%	34,626 $1.69 Million
Q4 2022 Feb 02, 2023	BUY	$47.89 - $48.47 $842,959 - $853,168	17,602 New	17,602 $849,000

Others Institutions Holding SCHO

# of Institutions

684

Shares Held

354M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Rmr Wealth Builders Schwab Short Term Us Treasury Transaction History