Number of Shares
309,649.00
Current Holdings Value*
$7.77 Mil
% of Portfolio
8.67%
Total Estimate Gain
$75,586.07
% of Total Estimate Gain
0.99%

Clarity Wealth Development LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Clarity Wealth Development LLC held 309,649.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $7.77 Mil. This investment constitutes 8.67% of their stock portfolio, and Clarity Wealth Development LLC now holds 0.07% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2024Q4. And since then Clarity Wealth Development LLC has made 1 purchases of SCHR, at an average price of $24.59, for a total of 309,649.00 shares. Based on historical transaction data and SCHR's current price of $24.83, Clarity Wealth Development LLC's estimated gain on his SCHR holdings is $75,586.07, reflecting a 0.99% gain to date.

Clarity Wealth Development LLC SCHR ($24.83) Holding Chart

Clarity Wealth Development LLC 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 %

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