Bigelow Investment Advisors, LLC SCHO Holdings History
Bigelow Investment Advisors, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Bigelow Investment Advisors, LLC held 181,271.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $4.42 Mil. This investment constitutes 1.95% of their stock portfolio, and Bigelow Investment Advisors, LLC now holds 0.04% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2018Q2. And since then Bigelow Investment Advisors, LLC has made 17 purchases of SCHO, at an average price of $39.69, for a total of 327,644.00 shares. In addition, there have been 11 sales at an average price of $49.01 for 146,373.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Bigelow Investment Advisors, LLC's estimated gain on his SCHO holdings is $-1.43 Mil, reflecting a -10.97% gain to date.
Bigelow Investment Advisors, LLC SCHO ($24.29) Holding Chart
Bigelow Investment Advisors, LLC 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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