Altiora Financial Group, LLC SCHO Holdings History
Altiora Financial Group, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Altiora Financial Group, LLC held 934,244.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $22.74 Mil. This investment constitutes 4.83% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.21% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 7 purchases of SCHO, at an average price of $36.60, for a total of 1.07 Mil shares. In addition, there have been 2 sales at an average price of $29.80 for 135,851.00 shares. Based on historical transaction data and SCHO's current price of $24.26, Altiora Financial Group, LLC's estimated gain on his SCHO holdings is $-12.45 Mil, reflecting a -31.79% gain to date.
Altiora Financial Group, LLC SCHO ($24.26) Holding Chart
Altiora Financial Group, LLC SCHO ($24.26) 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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