GenWealth Group, Inc. SCHR Holdings History
GenWealth Group, Inc.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, GenWealth Group, Inc. held 87,379.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $2.17 Mil. This investment constitutes 0.48% of their stock portfolio, and GenWealth Group, Inc. now holds 0.02% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q3. And since then GenWealth Group, Inc. has made 13 purchases of SCHR, at an average price of $29.92, for a total of 523,998.00 shares. In addition, there have been 5 sales at an average price of $24.96 for 436,619.00 shares. Based on historical transaction data and SCHR's current price of $24.76, GenWealth Group, Inc.'s estimated gain on his SCHR holdings is $-2.62 Mil, reflecting a -16.71% gain to date.
GenWealth Group, Inc. SCHR ($24.76) Holding Chart
GenWealth Group, Inc. SCHR ($24.76) 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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