Life Plan Financial, LLC Schwab Short Term Us Treasury Transaction History

Life Plan Financial, LLC

  • $113 Billion
  • Q4 2024

A detailed history of Life Plan Financial, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Life Plan Financial, LLC holds 40,641 shares of SCHO stock, worth $985,137. This represents 0.86% of its overall portfolio holdings.

Number of Shares
40,641
Previous 22,248 82.67%
Holding current value
$985,137
Previous $1.09 Billion 10.27%
% of portfolio
0.86%
Previous 0.94%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$24.06 - $48.88 $442,535 - $899,049
18,393 Added 82.67%
40,641 $978 Million
Q3 2024

Oct 03, 2024
BUY
$47.93 - $49.06 $7,141 - $7,309
149 Added 0.67%
22,248 $1.09 Billion
Q2 2024

Jul 30, 2024
BUY
$47.75 - $48.13 $97,983 - $98,762
2,052 Added 10.24%
22,099 $1.06 Billion
Q1 2024

Apr 30, 2024
BUY
$48.05 - $48.63 $35,268 - $35,694
734 Added 3.8%
20,047 $966 Million
Q4 2023

Jan 30, 2024
BUY
$47.66 - $48.45 $920,457 - $935,714
19,313 New
19,313 $936 Million

Others Institutions Holding SCHO

# of Institutions
664
Shares Held
344M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, LLC 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email