KEYVANTAGE WEALTH, LLC SCHR Holdings History
KEYVANTAGE WEALTH, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, KEYVANTAGE WEALTH, LLC held 450,566.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $11.20 Mil. This investment constitutes 5.45% of their stock portfolio, and KEYVANTAGE WEALTH, LLC now holds 0.11% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2025Q1. And since then KEYVANTAGE WEALTH, LLC has made 1 purchases of SCHR, at an average price of $24.48, for a total of 450,566.00 shares. Based on historical transaction data and SCHR's current price of $24.73, KEYVANTAGE WEALTH, LLC's estimated gain on his SCHR holdings is $112,641.50, reflecting a 1.02% gain to date.
KEYVANTAGE WEALTH, LLC SCHR ($24.73) Holding Chart
KEYVANTAGE WEALTH, LLC SCHR ($24.73) 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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