HC Advisors, LLC SCHR Holdings History
HC Advisors, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, HC Advisors, LLC held 812,470.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $20.20 Mil. This investment constitutes 15.13% of their stock portfolio, and HC Advisors, LLC now holds 0.19% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2019Q4. And since then HC Advisors, LLC has made 13 purchases of SCHR, at an average price of $42.64, for a total of 1.23 Mil shares. In addition, there have been 8 sales at an average price of $52.49 for 420,761.00 shares. Based on historical transaction data and SCHR's current price of $24.81, HC Advisors, LLC's estimated gain on his SCHR holdings is $-10.34 Mil, reflecting a -19.66% gain to date.
HC Advisors, LLC SCHR ($24.81) Holding Chart
HC Advisors, LLC 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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