FOSTER & MOTLEY INC SCHR Holdings History
FOSTER & MOTLEY INC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, FOSTER & MOTLEY INC held 1.33 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $33.13 Mil. This investment constitutes 2.09% of their stock portfolio, and FOSTER & MOTLEY INC now holds 0.31% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2019Q2. And since then FOSTER & MOTLEY INC has made 17 purchases of SCHR, at an average price of $38.56, for a total of 1.42 Mil shares. In addition, there have been 7 sales at an average price of $48.57 for 88,919.00 shares. Based on historical transaction data and SCHR's current price of $24.74, FOSTER & MOTLEY INC's estimated gain on his SCHR holdings is $-17.53 Mil, reflecting a -31.98% gain to date.
FOSTER & MOTLEY INC SCHR ($24.74) Holding Chart
FOSTER & MOTLEY INC SCHR ($24.74) 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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