Comprehensive Financial Planning, Inc./Pa Schwab Short Term Us Treasury Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 3,282 shares of SCHO stock, worth $79,916. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,282
Previous 2,332 40.74%
Holding current value
$79,916
Previous $56.8 Million 40.89%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$24.23 - $24.42 $23,018 - $23,199
950 Added 40.74%
3,282 $80.1 Million
Q2 2025

Aug 08, 2025
BUY
$24.19 - $24.45 $604 - $611
25 Added 1.08%
2,332 $56.8 Million
Q1 2025

May 09, 2025
BUY
$24.1 - $24.34 $939 - $949
39 Added 1.72%
2,307 $56.2 Million
Q4 2024

Jan 28, 2025
BUY
$24.06 - $48.88 $54,568 - $110,859
2,268 New
2,268 $54.6 Million

Others Institutions Holding SCHO

# of Institutions
705
Shares Held
323M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email