Investment Planning Advisors, Inc. Schwab Short Term Us Treasury Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,658 shares of SCHO stock, worth $235,172. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,658
Previous 8,358 15.55%
Holding current value
$235,172
Previous $203,000 15.76%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$24.23 - $24.42 $31,499 - $31,746
1,300 Added 15.55%
9,658 $235,000
Q1 2025

Apr 22, 2025
BUY
$24.1 - $24.34 $201,427 - $203,433
8,358 New
8,358 $203,000

Others Institutions Holding SCHO

# of Institutions
707
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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