BWM Planning, LLC SCHO Holdings History

Number of Shares
346,989.00
Current Holdings Value*
$8.45 Mil
% of Portfolio
3.57%
Total Estimate Gain
$-3.14 Mil
% of Total Estimate Gain
-27.16%

BWM Planning, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, BWM Planning, LLC held 346,989.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $8.45 Mil. This investment constitutes 3.57% of their stock portfolio, and BWM Planning, LLC now holds 0.08% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2024Q3. And since then BWM Planning, LLC has made 2 purchases of SCHO, at an average price of $33.36, for a total of 346,989.00 shares. Based on historical transaction data and SCHO's current price of $24.30, BWM Planning, LLC's estimated gain on his SCHO holdings is $-3.14 Mil, reflecting a -27.16% gain to date.

BWM Planning, LLC SCHO ($24.30) Holding Chart

BWM Planning, LLC SCHO ($24.30) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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