Rmr Wealth Builders Schwab Short Term Us Treasury Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

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 94,794 shares of SCHO stock, worth $2.29 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

94,794

Previous 87,280 8.61%

Holding current value

$2.29 Million

Previous $4.2 Million 10.55%

% of portfolio

0.49%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

622

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders Schwab Short Term Us Treasury Transaction History