STRATEGIC WEALTH MANAGEMENT INC SCHO Holdings History
STRATEGIC WEALTH MANAGEMENT INC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2021-12-31, STRATEGIC WEALTH MANAGEMENT INC held 457,418.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $23.26 Mil. This investment constitutes 11.5% of their stock portfolio, and STRATEGIC WEALTH MANAGEMENT INC now holds 0.28% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2020Q2. And since then STRATEGIC WEALTH MANAGEMENT INC has made 2 purchases of SCHO, at an average price of $51.48, for a total of 611,328.00 shares. In addition, there have been 2 sales at an average price of $51.47 for 153,910.00 shares. Based on historical transaction data and SCHO's current price of $24.41, STRATEGIC WEALTH MANAGEMENT INC's estimated gain on his SCHO holdings is $-12.38 Mil, reflecting a -39.35% gain to date.
STRATEGIC WEALTH MANAGEMENT INC SCHO ($24.41) Holding Chart
STRATEGIC WEALTH MANAGEMENT INC SCHO ($24.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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