Altiora Financial Group, LLC SCHR Holdings History
Altiora Financial Group, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Altiora Financial Group, LLC held 632,289.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $15.72 Mil. This investment constitutes 3.34% of their stock portfolio, and Altiora Financial Group, LLC now holds 0.15% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2022Q4. And since then Altiora Financial Group, LLC has made 4 purchases of SCHR, at an average price of $38.19, for a total of 771,382.00 shares. In addition, there have been 5 sales at an average price of $40.41 for 139,093.00 shares. Based on historical transaction data and SCHR's current price of $24.76, Altiora Financial Group, LLC's estimated gain on his SCHR holdings is $-8.18 Mil, reflecting a -27.78% gain to date.
Altiora Financial Group, LLC SCHR ($24.76) Holding Chart
Altiora Financial Group, LLC SCHR ($24.76) 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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