Reliant Wealth Planning Schwab Short Term Us Treasury Transaction History

Reliant Wealth Planning

$231 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	BUY	$48.15 - $49.37 $1.19 Million - $1.22 Million	24,658 Added 3.39%	752,328 $36.3 Million
Q2 2022 Aug 02, 2022	SELL	$48.73 - $49.59 $2.55 Million - $2.6 Million	-52,417 Reduced 6.72%	727,670 $35.8 Million
Q1 2022 May 10, 2022	BUY	$49.47 - $50.82 $2.77 Million - $2.84 Million	55,905 Added 7.72%	780,087 $38.6 Million
Q4 2021 Feb 14, 2022	BUY	$50.83 - $51.21 $2.87 Million - $2.89 Million	56,529 Added 8.47%	724,182 $36.8 Million
Q3 2021 Nov 09, 2021	BUY	$51.18 - $51.3 $1.34 Million - $1.34 Million	26,195 Added 4.08%	667,653 $34.2 Million
Q2 2021 Aug 10, 2021	BUY	$51.19 - $51.33 $1.64 Million - $1.64 Million	31,958 Added 5.24%	641,458 $32.9 Million
Q1 2021 May 14, 2021	BUY	$51.27 - $51.41 $1.66 Million - $1.66 Million	32,334 Added 5.6%	609,500 $31.3 Million
Q4 2020 Feb 17, 2021	BUY	$51.37 - $51.48 $974,899 - $976,987	18,978 Added 3.4%	577,166 $29.7 Million
Q3 2020 Feb 17, 2021	BUY	$51.49 - $51.63 $907,717 - $910,185	17,629 Added 3.26%	558,188 $28.7 Million
Q2 2020 Sep 03, 2020	BUY	$51.53 - $51.71 $351,073 - $352,300	6,813 Added 1.28%	540,559 $27.9 Million
Q1 2020 Sep 03, 2020	BUY	$50.48 - $51.73 $26.9 Million - $27.6 Million	533,746 New	533,746 $27.6 Million

Others Institutions Holding SCHO

# of Institutions

623

Shares Held

184M

Call Options Held

74.3K

Put Options Held

30.8K

Bank Of America Corp Charlotte, NC

78.2M
Shares

$1.88 Billion
0.32% of portfolio
Ameriprise Financial Inc Minneapolis, MN

12.2M
Shares

$294 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

8.71M
Shares

$210 Million
0.04% of portfolio
Jane Street Group, LLC New York, NY

8.65M
Shares

$208 Million
0.1% of portfolio
Sei Investments CO Oaks, PA

7.75M
Shares

$187 Million
0.51% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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