Financially Speaking Inc SCHWAB S&P 500 INDEX Transaction History

Financially Speaking Inc

  • $152 Billion
  • Q3 2025
Number of Shares
2,923
Previous 487 500.21%
Holding current value
$50.5 Million
Previous $46.6 Million 8.33%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 06, 2025
BUY
N/A
2,436 Added 500.21%
2,923 $50.5 Million
Q2 2025

Aug 07, 2025
BUY
N/A
449 Added 1181.58%
487 $46.6 Million
Q1 2025

May 07, 2025
SELL
N/A
-442 Reduced 92.08%
38 $3.31 Million
Q4 2024

Feb 11, 2025
BUY
N/A
480 New
480 $43.3 Million
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