LVW Advisors, LLC SCHO Holdings History
LVW Advisors, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, LVW Advisors, LLC held 1.83 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $44.73 Mil. This investment constitutes 4.88% of their stock portfolio, and LVW Advisors, LLC now holds 0.41% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2015Q3. And since then LVW Advisors, LLC has made 18 purchases of SCHO, at an average price of $32.92, for a total of 2.14 Mil shares. In addition, there have been 10 sales at an average price of $42.46 for 307,965.00 shares. Based on historical transaction data and SCHO's current price of $24.29, LVW Advisors, LLC's estimated gain on his SCHO holdings is $-12.90 Mil, reflecting a -18.28% gain to date.
LVW Advisors, LLC SCHO ($24.29) Holding Chart
LVW Advisors, 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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