Wr Wealth Planners, LLC Schwab Short Term Us Treasury Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,450 shares of SCHO stock, worth $59,192. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,450
Previous 1,210 102.48%
Holding current value
$59,192
Previous $59,000 1.69%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$24.06 - $48.88 $29,834 - $60,611
1,240 Added 102.48%
2,450 $58,000
Q3 2024

Oct 17, 2024
BUY
$47.93 - $49.06 $57,995 - $59,362
1,210 New
1,210 $59,000
Q3 2023

Aug 01, 2024
SELL
$47.78 - $48.2 $2,627 - $2,651
-55 Closed
0 $0
Q2 2023

Aug 01, 2024
BUY
$48.06 - $48.89 $2,643 - $2,688
55 New
55 $2.64 Million

Others Institutions Holding SCHO

# of Institutions
657
Shares Held
350M
Call Options Held
67.5K
Put Options Held
30.8K
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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