BWM Planning, LLC SCHO Holdings History
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 $24.29, BWM Planning, LLC's estimated gain on his SCHO holdings is $-3.15 Mil, reflecting a -27.18% gain to date.
BWM Planning, LLC SCHO ($24.29) Holding Chart
BWM Planning, LLC SCHO ($24.29) 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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