Bank Of Marin SCHO Holdings History

Number of Shares
86,061.00
Current Holdings Value*
$2.09 Mil
% of Portfolio
2.67%
Total Estimate Gain
$-946,647.22
% of Total Estimate Gain
-25.56%

Bank of Marin's Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Bank of Marin held 86,061.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $2.09 Mil. This investment constitutes 2.67% of their stock portfolio, and Bank of Marin now holds 0.02% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2019Q4. And since then Bank of Marin has made 11 purchases of SCHO, at an average price of $37.15, for a total of 99,699.00 shares. In addition, there have been 10 sales at an average price of $49.00 for 13,638.00 shares. Based on historical transaction data and SCHO's current price of $24.27, Bank of Marin's estimated gain on his SCHO holdings is $-946,647.22, reflecting a -25.56% gain to date.

Bank of Marin SCHO ($24.27) Holding Chart

Bank of Marin SCHO ($24.27) 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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