Financially Speaking Inc SCHWAB US TREASURY MONEY INVESTOR Transaction History

Financially Speaking Inc

  • $136 Billion
  • Q1 2025
Number of Shares
302,807
Previous 1,097,918 72.42%
Holding current value
$303 Million
Previous $1.1 Billion 72.42%
% of portfolio
0.22%
Previous 0.75%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-795,111 Reduced 72.42%
302,807 $303 Million
Q4 2024

Feb 11, 2025
BUY
N/A
1,097,918 New
1,097,918 $1.1 Billion
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