Code Waechter LLC SCHR Holdings History
Code Waechter LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Code Waechter LLC held 209,564.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $5.21 Mil. This investment constitutes 4.28% of their stock portfolio, and Code Waechter LLC now holds 0.05% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q3. And since then Code Waechter LLC has made 1 purchases of SCHR, at an average price of $37.14, for a total of 228,243.00 shares. In addition, there have been 1 sales at an average price of $24.48 for 18,679.00 shares. Based on historical transaction data and SCHR's current price of $24.97, Code Waechter LLC's estimated gain on his SCHR holdings is $-2.79 Mil, reflecting a -32.88% gain to date.
Code Waechter LLC SCHR ($24.97) Holding Chart
Code Waechter LLC SCHR ($24.97) 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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