JPL Wealth Management, LLC SCHO Holdings History
JPL Wealth Management, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 578,166.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $14.07 Mil. This investment constitutes 4.01% of their stock portfolio, and JPL Wealth Management, LLC now holds 0.13% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q1. And since then JPL Wealth Management, LLC has made 4 purchases of SCHO, at an average price of $28.82, for a total of 578,166.00 shares. Based on historical transaction data and SCHO's current price of $24.38, JPL Wealth Management, LLC's estimated gain on his SCHO holdings is $-2.57 Mil, reflecting a -15.42% gain to date.
JPL Wealth Management, LLC SCHO ($24.38) Holding Chart
JPL Wealth Management, LLC SCHO ($24.38) 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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