Financially Speaking Inc SCHWAB US TREASURY MONEY INVESTOR Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q2 2025
Number of Shares
953,821
Previous 302,807 214.99%
Holding current value
$954 Million
Previous $303 Million 214.99%
% of portfolio
0.63%
Previous 0.22%

Shares

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

Aug 07, 2025
BUY
N/A
651,014 Added 214.99%
953,821 $954 Million
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
Track This Portfolio

Track Financially Speaking Inc Portfolio

Follow Financially Speaking Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financially Speaking Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financially Speaking Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email