ISLAY CAPITAL MANAGEMENT, LLC SCHO Holdings History
ISLAY CAPITAL MANAGEMENT, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, ISLAY CAPITAL MANAGEMENT, LLC held 245,837.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $5.98 Mil. This investment constitutes 4.04% of their stock portfolio, and ISLAY CAPITAL MANAGEMENT, LLC now holds 0.05% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2019Q4. And since then ISLAY CAPITAL MANAGEMENT, LLC has made 14 purchases of SCHO, at an average price of $38.63, for a total of 437,081.00 shares. In addition, there have been 7 sales at an average price of $49.00 for 191,244.00 shares. Based on historical transaction data and SCHO's current price of $24.29, ISLAY CAPITAL MANAGEMENT, LLC's estimated gain on his SCHO holdings is $-1.54 Mil, reflecting a -9.14% gain to date.
ISLAY CAPITAL MANAGEMENT, LLC SCHO ($24.29) Holding Chart
ISLAY CAPITAL MANAGEMENT, LLC SCHO ($24.29) 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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