Number of Shares
452,546.00
Current Holdings Value*
$11.33 Mil
% of Portfolio
8.53%
Total Estimate Gain
$4,525.46
% of Total Estimate Gain
0.04%

Holcombe Financial, Inc.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-06-30, Holcombe Financial, Inc. held 452,546.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $11.33 Mil. This investment constitutes 8.53% of their stock portfolio, and Holcombe Financial, Inc. now holds 0.1% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2025Q2. And since then Holcombe Financial, Inc. has made 1 purchases of SCHR, at an average price of $24.78, for a total of 452,546.00 shares. Based on historical transaction data and SCHR's current price of $24.79, Holcombe Financial, Inc.'s estimated gain on his SCHR holdings is $4,525.46, reflecting a 0.04% gain to date.

Holcombe Financial, Inc. SCHR ($24.79) Holding Chart

Holcombe Financial, Inc. SCHR ($24.79) 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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