JACOBSON & SCHMITT ADVISORS, LLC SCHR Holdings History
JACOBSON & SCHMITT ADVISORS, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, JACOBSON & SCHMITT ADVISORS, LLC held - shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling N/A. This investment constitutes 0% of their stock portfolio, and JACOBSON & SCHMITT ADVISORS, LLC now holds 0% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q3. And since then JACOBSON & SCHMITT ADVISORS, LLC has made 2 purchases of SCHR, at an average price of $24.86, for a total of 152,971.00 shares. In addition, there have been 1 sales at an average price of $24.48 for 152,971.00 shares. Based on historical transaction data and SCHR's current price of $24.81, JACOBSON & SCHMITT ADVISORS, LLC's estimated gain on his SCHR holdings is $-58,873.62, reflecting a -1.55% gain to date.
JACOBSON & SCHMITT ADVISORS, LLC SCHR ($24.81) Holding Chart
JACOBSON & SCHMITT ADVISORS, 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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