Clarity Wealth Development LLC SCHR Holdings History
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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