Financially Speaking Inc SCHWAB TREASURY OBLIG MONEY ULTRA Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q3 2025
Number of Shares
2,508,034
Previous 2,517,973 0.39%
Holding current value
$2.51 Billion
Previous $2.52 Billion 0.39%
% of portfolio
1.65%
Previous 1.66%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
N/A
-9,939 Reduced 0.39%
2,508,034 $2.51 Billion
Q2 2025

Aug 07, 2025
SELL
N/A
-155,345 Reduced 5.81%
2,517,973 $2.52 Billion
Q1 2025

May 07, 2025
SELL
N/A
-8,506 Reduced 0.32%
2,673,318 $2.67 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
2,681,824 New
2,681,824 $2.68 Billion
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