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

Planned Solutions, Inc.

  • $207 Million
  • Q1 2024

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 15,456 shares of SCHO stock, worth $743,897. This represents 0.36% of its overall portfolio holdings.

Number of Shares
15,456
Previous 14,745 4.82%
Holding current value
$743,897
Previous $714,000 4.34%
% of portfolio
0.36%
Previous 0.33%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.91 - $48.47 $220,960 - $223,543
-4,612 Reduced 11.98%
33,880 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-6 Reduced 0.02%
38,492 $1.86 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-4,300 Reduced 10.05%
38,498 $1.89 Million
Q1 2022

Apr 08, 2022
SELL
N/A
-10,185 Reduced 19.22%
42,798 $2.12 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-167,455 Reduced 75.96%
52,983 $2.69 Million
Q2 2021

Jul 21, 2021
BUY
N/A
16,686 Added 8.19%
220,438 $11.3 Million
Q1 2021

Apr 29, 2021
BUY
N/A
54,515 Added 36.53%
203,752 $10.5 Million
Q4 2020

Jan 29, 2021
BUY
N/A
111,800 Added 298.64%
149,237 $7.67 Million
Q3 2020

Nov 06, 2020
BUY
N/A
37,437 New
37,437 $1.93 Million

Others Institutions Holding SCHO

# of Institutions
614
Shares Held
169M
Call Options Held
13.7K
Put Options Held
20.1K
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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