Planned Solutions, Inc. Schwab Short Term Us Treasury Transaction History

Planned Solutions, Inc.

$237 Million
Q2 2025

A detailed history of Planned Solutions, Inc. transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Planned Solutions, Inc. holds 32,726 shares of SCHO stock, worth $798,841. This represents 0.34% of its overall portfolio holdings.

Number of Shares

32,726

Previous 34,043 3.87%

Holding current value

$798,841

Previous $828,000 3.74%

% of portfolio

0.34%

Previous 0.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$24.19 - $24.45 $31,858 - $32,200	-1,317 Reduced 3.87%	32,726 $797,000
Q1 2025 Apr 09, 2025	BUY	$24.1 - $24.34 $9,519 - $9,614	395 Added 1.17%	34,043 $828,000
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $419,437 - $852,125	17,433 Added 107.51%	33,648 $809,000
Q3 2024 Oct 08, 2024	BUY	$47.93 - $49.06 $25,163 - $25,756	525 Added 3.35%	16,215 $794,000
Q2 2024 Jul 24, 2024	BUY	$47.75 - $48.13 $11,173 - $11,262	234 Added 1.51%	15,690 $755,000
Q1 2024 Apr 26, 2024	BUY	$48.05 - $48.63 $34,163 - $34,575	711 Added 4.82%	15,456 $745,000
Q4 2023 Jan 17, 2024	SELL	$47.66 - $48.45 $39,224 - $39,874	-823 Reduced 5.29%	14,745 $714,000
Q3 2023 Feb 06, 2024	BUY	$47.78 - $48.2 $26,661 - $26,895	558 Added 3.78%	15,303 $732,000
Q2 2023 Jul 11, 2023	BUY	$48.06 - $48.89 $1,730 - $1,760	36 Added 0.23%	15,568 $748,000
Q1 2023 Apr 12, 2023	SELL	$47.8 - $49.0 $877,034 - $899,052	-18,348 Reduced 54.16%	15,532 $757,000
Q4 2022 Jan 25, 2023	SELL	$47.89 - $48.47 $220,868 - $223,543	-4,612 Reduced 11.98%	33,880 $0
Q3 2022 Oct 20, 2022	SELL	$48.15 - $49.37 $288 - $296	-6 Reduced 0.02%	38,492 $1.86 Million
Q2 2022 Jul 14, 2022	SELL	$48.73 - $49.59 $209,539 - $213,237	-4,300 Reduced 10.05%	38,498 $1.89 Million
Q1 2022 Apr 08, 2022	SELL	$49.47 - $50.82 $503,851 - $517,601	-10,185 Reduced 19.22%	42,798 $2.12 Million
Q4 2021 Feb 03, 2022	SELL	$50.83 - $51.21 $8.51 Million - $8.58 Million	-167,455 Reduced 75.96%	52,983 $2.69 Million
Q2 2021 Jul 21, 2021	BUY	$51.19 - $51.33 $854,156 - $856,492	16,686 Added 8.19%	220,438 $11.3 Million
Q1 2021 Apr 29, 2021	BUY	$51.27 - $51.41 $2.79 Million - $2.8 Million	54,515 Added 36.53%	203,752 $10.5 Million
Q4 2020 Jan 29, 2021	BUY	$51.37 - $51.48 $5.74 Million - $5.76 Million	111,800 Added 298.64%	149,237 $7.67 Million
Q3 2020 Nov 06, 2020	BUY	$51.49 - $51.63 $1.93 Million - $1.93 Million	37,437 New	37,437 $1.93 Million

Others Institutions Holding SCHO

# of Institutions

710

Shares Held

319M

Call Options Held

98.6K

Put Options Held

70.3K

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About SCHWAB SHORT-TERM US TREASURY

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Planned Solutions, Inc. Schwab Short Term Us Treasury Transaction History