Blake Schutter Theil Wealth Advisors, LLC SCHR Holdings History
Blake Schutter Theil Wealth Advisors, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Blake Schutter Theil Wealth Advisors, LLC held 258,210.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $6.42 Mil. This investment constitutes 7.29% of their stock portfolio, and Blake Schutter Theil Wealth Advisors, LLC now holds 0.06% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q3. And since then Blake Schutter Theil Wealth Advisors, LLC has made 2 purchases of SCHR, at an average price of $24.88, for a total of 258,210.00 shares. Based on historical transaction data and SCHR's current price of $24.77, Blake Schutter Theil Wealth Advisors, LLC's estimated gain on his SCHR holdings is $-27,340.32, reflecting a -0.43% gain to date.
Blake Schutter Theil Wealth Advisors, LLC SCHR ($24.77) Holding Chart
Blake Schutter Theil Wealth Advisors, LLC SCHR ($24.77) 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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