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

Life Plan Financial, LLC

  • $109 Billion
  • Q2 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 22,099 shares of SCHO stock, worth $1.08 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
22,099
Previous 20,047 10.24%
Holding current value
$1.08 Million
Previous $966 Million 10.05%
% of portfolio
0.98%
Previous 0.89%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
607
Shares Held
168M
Call Options Held
42K
Put Options Held
33.9K
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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