L.K. Benson & Company, P.C. SCHR Holdings History
L.K. Benson & Company, P.C.'s Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, L.K. Benson & Company, P.C. held 98,135.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $2.44 Mil. This investment constitutes 1.69% of their stock portfolio, and L.K. Benson & Company, P.C. now holds 0.02% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2024Q4. And since then L.K. Benson & Company, P.C. has made 1 purchases of SCHR, at an average price of $24.55, for a total of 98,135.00 shares. Based on historical transaction data and SCHR's current price of $24.89, L.K. Benson & Company, P.C.'s estimated gain on his SCHR holdings is $32,955.19, reflecting a 1.37% gain to date.
L.K. Benson & Company, P.C. SCHR ($24.89) Holding Chart
L.K. Benson & Company, P.C. SCHR ($24.89) 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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