FLC Capital Advisors SCHO Holdings History
FLC Capital Advisors's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, FLC Capital Advisors held 1.22 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $29.70 Mil. This investment constitutes 6.66% of their stock portfolio, and FLC Capital Advisors now holds 0.27% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2018Q4. And since then FLC Capital Advisors has made 13 purchases of SCHO, at an average price of $41.31, for a total of 2.03 Mil shares. In addition, there have been 12 sales at an average price of $50.65 for 809,204.00 shares. Based on historical transaction data and SCHO's current price of $24.29, FLC Capital Advisors's estimated gain on his SCHO holdings is $-13.21 Mil, reflecting a -15.76% gain to date.
FLC Capital Advisors SCHO ($24.29) Holding Chart
FLC Capital Advisors SCHO ($24.29) 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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