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

Planned Solutions, Inc.

$231 Million
Q1 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 34,043 shares of SCHO stock, worth $829,287. This represents 0.36% of its overall portfolio holdings.

Number of Shares

34,043

Previous 33,648 1.17%

Holding current value

$829,287

Previous $809,000 2.35%

% of portfolio

0.36%

Previous 0.35%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

694

Shares Held

307M

Call Options Held

104K

Put Options Held

38.4K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

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