ASSET PLANNING CORPORATION SCHO Holdings History
ASSET PLANNING CORPORATION's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, ASSET PLANNING CORPORATION held 237,829.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $5.79 Mil. This investment constitutes 3.41% of their stock portfolio, and ASSET PLANNING CORPORATION now holds 0.05% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2020Q4. And since then ASSET PLANNING CORPORATION has made 12 purchases of SCHO, at an average price of $38.38, for a total of 462,727.00 shares. In addition, there have been 5 sales at an average price of $48.10 for 224,898.00 shares. Based on historical transaction data and SCHO's current price of $24.31, ASSET PLANNING CORPORATION's estimated gain on his SCHO holdings is $-1.16 Mil, reflecting a -6.54% gain to date.
ASSET PLANNING CORPORATION SCHO ($24.31) Holding Chart
ASSET PLANNING CORPORATION SCHO ($24.31) 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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