Reliant Wealth Planning Schwab Short Term Us Treasury Transaction History

Reliant Wealth Planning

$209 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 28, 2022	BUY	N/A	24,658 Added 3.39%	752,328 $36.3 Million
Q2 2022 Aug 02, 2022	SELL	N/A	-52,417 Reduced 6.72%	727,670 $35.8 Million
Q1 2022 May 10, 2022	BUY	N/A	55,905 Added 7.72%	780,087 $38.6 Million
Q4 2021 Feb 14, 2022	BUY	N/A	56,529 Added 8.47%	724,182 $36.8 Million
Q3 2021 Nov 09, 2021	BUY	N/A	26,195 Added 4.08%	667,653 $34.2 Million

Q2 2021 Aug 10, 2021	BUY	N/A	31,958 Added 5.24%	641,458 $32.9 Million
Q1 2021 May 14, 2021	BUY	N/A	32,334 Added 5.6%	609,500 $31.3 Million
Q4 2020 Feb 17, 2021	BUY	N/A	18,978 Added 3.4%	577,166 $29.7 Million
Q3 2020 Feb 17, 2021	BUY	N/A	17,629 Added 3.26%	558,188 $28.7 Million
Q2 2020 Sep 03, 2020	BUY	N/A	6,813 Added 1.28%	540,559 $27.9 Million
Q1 2020 Sep 03, 2020	BUY	N/A	533,746 New	533,746 $27.6 Million

Others Institutions Holding SCHO

# of Institutions

613

Shares Held

168M

Call Options Held

13.7K

Put Options Held

20.1K

Bank Of America Corp Charlotte, NC

74.6M
Shares

$3.58 Billion
0.34% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.5M
Shares

$553 Million
0.16% of portfolio
Jpmorgan Chase & CO New York, NY

9.26M
Shares

$444 Million
0.04% of portfolio
Sei Investments CO Oaks, PA

7.45M
Shares

$358 Million
0.54% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.15M
Shares

$151 Million
0.04% of portfolio

About SCHWAB SHORT-TERM US TREASURY

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