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%
Shares
19 transactions
Others Institutions Holding SCHO
# of Institutions
710Shares Held
319MCall Options Held
98.6KPut Options Held
70.3K-
Bank Of America Corp Charlotte, NC109MShares$2.66 Billion0.2% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN23.1MShares$563 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY21.5MShares$524 Million0.04% of portfolio
-
Sei Investments CO Oaks, PA17MShares$416 Million0.5% of portfolio
-
Envestnet Asset Management Inc8.05MShares$196 Million0.06% of portfolio