Dale Q Rice Investment Management LTD SCHWAB US TREASURY MONEY INVESTOR Transaction History

Dale Q Rice Investment Management LTD

  • $121 Billion
  • Q2 2025
Number of Shares
721,627
Previous 1,018,264 29.13%
Holding current value
$722 Million
Previous $1.02 Billion 29.13%
% of portfolio
0.6%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
SELL
N/A
-296,637 Reduced 29.13%
721,627 $722 Million
Q1 2025

Apr 21, 2025
BUY
N/A
395,160 Added 63.42%
1,018,264 $1.02 Billion
Q4 2024

Jan 13, 2025
BUY
N/A
623,104 New
623,104 $623 Million
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