1620 INVESTMENT ADVISORS, INC. SCHR Holdings History
1620 INVESTMENT ADVISORS, INC.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, 1620 INVESTMENT ADVISORS, INC. held 19,371.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $481,560.00. This investment constitutes 0.37% of their stock portfolio, and 1620 INVESTMENT ADVISORS, INC. now holds 0% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q2. And since then 1620 INVESTMENT ADVISORS, INC. has made 4 purchases of SCHR, at an average price of $26.88, for a total of 19,371.00 shares. Based on historical transaction data and SCHR's current price of $24.89, 1620 INVESTMENT ADVISORS, INC.'s estimated gain on his SCHR holdings is $-38,472.51, reflecting a -7.39% gain to date.
1620 INVESTMENT ADVISORS, INC. SCHR ($24.89) Holding Chart
1620 INVESTMENT ADVISORS, INC. SCHR ($24.89) 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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