FLC Capital Advisors SCHR Holdings History
FLC Capital Advisors's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, FLC Capital Advisors held 1.24 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $30.81 Mil. This investment constitutes 6.91% of their stock portfolio, and FLC Capital Advisors now holds 0.29% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q4. And since then FLC Capital Advisors has made 16 purchases of SCHR, at an average price of $39.29, for a total of 1.51 Mil shares. In addition, there have been 5 sales at an average price of $54.89 for 268,187.00 shares. Based on historical transaction data and SCHR's current price of $24.81, FLC Capital Advisors's estimated gain on his SCHR holdings is $-13.76 Mil, reflecting a -23.23% gain to date.
FLC Capital Advisors SCHR ($24.81) Holding Chart
FLC Capital Advisors SCHR ($24.81) 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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