Rmr Wealth Builders Schwab Short Term Us Treasury Transaction History

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 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 445,132 shares of SCHO stock, worth $10.9 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
445,132
Previous 337,364 31.94%
Holding current value
$10.9 Million
Previous $8.21 Million 32.21%
% of portfolio
1.0%
Previous 0.88%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$24.19 - $24.45 $2.61 Million - $2.63 Million
107,768 Added 31.94%
445,132 $10.9 Million
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
709
Shares Held
318M
Call Options Held
98.6K
Put Options Held
70.3K
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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