Financially Speaking Inc SCHWAB TREASURY OBLIG MONEY INV Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q2 2025
Number of Shares
57,057,943
Previous 70,704,139 19.3%
Holding current value
$57.1 Billion
Previous $70.7 Billion 19.3%
% of portfolio
37.54%
Previous 52.15%

Shares

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

Aug 07, 2025
SELL
N/A
-13,646,196 Reduced 19.3%
57,057,943 $57.1 Billion
Q1 2025

May 07, 2025
BUY
N/A
60,330,564 Added 581.58%
70,704,139 $70.7 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
10,373,575 New
10,373,575 $10.4 Billion
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