Life Plan Financial, LLC Schwab Short Term Us Treasury Transaction History

Life Plan Financial, LLC

$126 Billion
Q3 2025

A detailed history of Life Plan Financial, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Life Plan Financial, LLC holds 41,209 shares of SCHO stock, worth $1 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

41,209

Previous 42,234 2.43%

Holding current value

$1 Million

Previous $1.03 Billion 2.35%

% of portfolio

0.8%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$24.23 - $24.42 $24,835 - $25,030	-1,025 Reduced 2.43%	41,209 $1.01 Billion
Q2 2025 Jul 09, 2025	BUY	$24.19 - $24.45 $13,183 - $13,325	545 Added 1.31%	42,234 $1.03 Billion
Q1 2025 Apr 25, 2025	BUY	$24.1 - $24.34 $25,256 - $25,508	1,048 Added 2.58%	41,689 $1.01 Billion
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $442,535 - $899,049	18,393 Added 82.67%	40,641 $978 Million
Q3 2024 Oct 03, 2024	BUY	$47.93 - $49.06 $7,141 - $7,309	149 Added 0.67%	22,248 $1.09 Billion

Q2 2024 Jul 30, 2024	BUY	$47.75 - $48.13 $97,983 - $98,762	2,052 Added 10.24%	22,099 $1.06 Billion
Q1 2024 Apr 30, 2024	BUY	$48.05 - $48.63 $35,268 - $35,694	734 Added 3.8%	20,047 $966 Million
Q4 2023 Jan 30, 2024	BUY	$47.66 - $48.45 $920,457 - $935,714	19,313 New	19,313 $936 Million

Others Institutions Holding SCHO

# of Institutions

705

Shares Held

323M

Call Options Held

Put Options Held

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About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Life Plan Financial, LLC Schwab Short Term Us Treasury Transaction History