Journey Beyond Wealth, LLC SCHO Holdings History
Journey Beyond Wealth, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Journey Beyond Wealth, LLC held 147,957.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $3.60 Mil. This investment constitutes 3.37% of their stock portfolio, and Journey Beyond Wealth, LLC now holds 0.03% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q4. And since then Journey Beyond Wealth, LLC has made 1 purchases of SCHO, at an average price of $24.21, for a total of 147,957.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Journey Beyond Wealth, LLC's estimated gain on his SCHO holdings is $11,836.56, reflecting a 0.33% gain to date.
Journey Beyond Wealth, LLC SCHO ($24.29) Holding Chart
Journey Beyond Wealth, 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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