Number of Shares
303,860.00
Current Holdings Value*
$7.40 Mil
% of Portfolio
3.75%
Total Estimate Gain
$24,308.80
% of Total Estimate Gain
0.31%

Grove Street Fiduciary, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Grove Street Fiduciary, LLC held 303,860.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $7.40 Mil. This investment constitutes 3.75% of their stock portfolio, and Grove Street Fiduciary, LLC now holds 0.07% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $24.21 for 17,322.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Grove Street Fiduciary, LLC's estimated gain on his SCHO holdings is $24,308.80, reflecting a 0.31% gain to date.

Grove Street Fiduciary, LLC SCHO ($24.29) Holding Chart

Grove Street Fiduciary, LLC 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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