HARVEST GROUP WEALTH MANAGEMENT, LLC SCHO Holdings History
HARVEST GROUP WEALTH MANAGEMENT, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2023-03-31, HARVEST GROUP WEALTH MANAGEMENT, LLC held 200,300.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $9.77 Mil. This investment constitutes 6.07% of their stock portfolio, and HARVEST GROUP WEALTH MANAGEMENT, LLC now holds 0.07% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2018Q3. And since then HARVEST GROUP WEALTH MANAGEMENT, LLC has made 3 purchases of SCHO, at an average price of $50.18, for a total of 323,398.00 shares. In addition, there have been 6 sales at an average price of $48.40 for 123,098.00 shares. Based on historical transaction data and SCHO's current price of $24.25, HARVEST GROUP WEALTH MANAGEMENT, LLC's estimated gain on his SCHO holdings is $-5.42 Mil, reflecting a -33.37% gain to date.
HARVEST GROUP WEALTH MANAGEMENT, LLC SCHO ($24.25) Holding Chart
HARVEST GROUP WEALTH MANAGEMENT, LLC SCHO ($24.25) 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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