Hershey Financial Advisers, LLC SCHR Holdings History
Hershey Financial Advisers, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2024-12-31, Hershey Financial Advisers, LLC held 159,163.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $3.87 Mil. This investment constitutes 3.4% of their stock portfolio, and Hershey Financial Advisers, LLC now holds 0.04% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q4. And since then Hershey Financial Advisers, LLC has made 1 purchases of SCHR, at an average price of $24.60, for a total of 159,163.00 shares. Based on historical transaction data and SCHR's current price of $24.81, Hershey Financial Advisers, LLC's estimated gain on his SCHR holdings is $33,424.23, reflecting a 0.85% gain to date.
Hershey Financial Advisers, LLC SCHR ($24.81) Holding Chart
Hershey Financial Advisers, 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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