ACCESS FINANCIAL SERVICES, INC. SCHO Holdings History
ACCESS FINANCIAL SERVICES, INC.'s Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, ACCESS FINANCIAL SERVICES, INC. held 633,783.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $15.45 Mil. This investment constitutes 5.84% of their stock portfolio, and ACCESS FINANCIAL SERVICES, INC. now holds 0.14% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2025Q1. And since then ACCESS FINANCIAL SERVICES, INC. has made 2 purchases of SCHO, at an average price of $24.30, for a total of 633,783.00 shares. Based on historical transaction data and SCHO's current price of $24.29, ACCESS FINANCIAL SERVICES, INC.'s estimated gain on his SCHO holdings is $-4,277.28, reflecting a -0.03% gain to date.
ACCESS FINANCIAL SERVICES, INC. SCHO ($24.29) Holding Chart
ACCESS FINANCIAL SERVICES, INC. SCHO ($24.29) 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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