High Note Wealth, LLC SCUS Holdings History
High Note Wealth, LLC's Schwab Ultra-Short Income ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 443,675.00 shares of Schwab Ultra-Short Income ETF(SCUS), totaling $11.18 Mil. This investment constitutes 2.77% of their stock portfolio, and High Note Wealth, LLC now holds 12.32% of the outstanding Schwab Ultra-Short Income ETF(SCUS) stock.
The initial trade took place in 2024Q4. And since then High Note Wealth, LLC has made 2 purchases of SCUS, at an average price of $25.14, for a total of 443,675.00 shares. Based on historical transaction data and SCUS's current price of $25.13, High Note Wealth, LLC's estimated gain on his SCUS holdings is $-4,025.03, reflecting a -0.04% gain to date.
High Note Wealth, LLC SCUS ($25.13) Holding Chart
High Note Wealth, LLC SCUS ($25.13) 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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