Number of Shares
13,831.00
Current Holdings Value*
$335,410.00
% of Portfolio
0.13%
Total Estimate Gain
$-390,172.01
% of Total Estimate Gain
-2.73%

Arkfeld Wealth Strategies, L.L.C.'s Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-06-30, Arkfeld Wealth Strategies, L.L.C. held 13,831.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $335,410.00. This investment constitutes 0.13% of their stock portfolio, and Arkfeld Wealth Strategies, L.L.C. now holds 0% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2019Q4. And since then Arkfeld Wealth Strategies, L.L.C. has made 8 purchases of SCHO, at an average price of $48.88, for a total of 292,408.00 shares. In addition, there have been 14 sales at an average price of $48.71 for 278,577.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Arkfeld Wealth Strategies, L.L.C.'s estimated gain on his SCHO holdings is $-390,172.01, reflecting a -2.73% gain to date.

Arkfeld Wealth Strategies, L.L.C. SCHO ($24.29) Holding Chart

Arkfeld Wealth Strategies, L.L.C. 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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