ATAC Rotation Fund SCHR Holdings History
ATAC Rotation Fund's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-02-28, Managed Portfolio Series held 512,393.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $12.71 Mil. This investment constitutes 24.63% of their stock portfolio, and Managed Portfolio Series now holds 0.12% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2022Q1. And since then ATAC Rotation Fund has made 5 purchases of SCHR, at an average price of $44.50, for a total of 2.00 Mil shares. In addition, there have been 5 sales at an average price of $45.75 for 1.49 Mil shares. Based on historical transaction data and SCHR's current price of $24.79, ATAC Rotation Fund's estimated gain on his SCHR holdings is $-8.24 Mil, reflecting a -9.25% gain to date.
ATAC Rotation Fund SCHR ($24.79) Holding Chart
ATAC Rotation Fund SCHR ($24.79) 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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