Number of Shares
1.28 Mil
Current Holdings Value*
$31.91 Mil
% of Portfolio
2.88%
Total Estimate Gain
$-9.62 Mil
% of Total Estimate Gain
-20.88%

Bouchey Financial Group Ltd's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Bouchey Financial Group Ltd held 1.28 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $31.91 Mil. This investment constitutes 2.88% of their stock portfolio, and Bouchey Financial Group Ltd now holds 0.3% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2022Q4. And since then Bouchey Financial Group Ltd has made 8 purchases of SCHR, at an average price of $33.44, for a total of 1.38 Mil shares. In addition, there have been 2 sales at an average price of $48.56 for 94,673.00 shares. Based on historical transaction data and SCHR's current price of $24.83, Bouchey Financial Group Ltd's estimated gain on his SCHR holdings is $-9.62 Mil, reflecting a -20.88% gain to date.

Bouchey Financial Group Ltd SCHR ($24.83) Holding Chart

Bouchey Financial Group Ltd SCHR ($24.83) 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 %

Top Ranked Articles

  • 1