Financially Speaking Inc SCHWAB US TREASURY MONEY INVESTOR Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q3 2025
Number of Shares
962,791
Previous 953,821 0.94%
Holding current value
$963 Million
Previous $954 Million 0.94%
% of portfolio
0.63%
Previous 0.63%

Shares

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

Nov 06, 2025
BUY
N/A
8,970 Added 0.94%
962,791 $963 Million
Q2 2025

Aug 07, 2025
BUY
N/A
651,014 Added 214.99%
953,821 $954 Million
Q1 2025

May 07, 2025
SELL
N/A
-795,111 Reduced 72.42%
302,807 $303 Million
Q4 2024

Feb 11, 2025
BUY
N/A
1,097,918 New
1,097,918 $1.1 Billion
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