Holcombe Financial, Inc. SCHO Holdings History
Holcombe Financial, Inc.'s Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Holcombe Financial, Inc. held 1.01 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $24.71 Mil. This investment constitutes 18.61% of their stock portfolio, and Holcombe Financial, Inc. now holds 0.22% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q4. And since then Holcombe Financial, Inc. has made 1 purchases of SCHO, at an average price of $24.21, for a total of 1.07 Mil shares. In addition, there have been 1 sales at an average price of $24.21 for 55,853.00 shares. Based on historical transaction data and SCHO's current price of $24.28, Holcombe Financial, Inc.'s estimated gain on his SCHO holdings is $67,012.99, reflecting a 0.26% gain to date.
Holcombe Financial, Inc. SCHO ($24.28) Holding Chart
Holcombe Financial, Inc. SCHO ($24.28) 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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