MYECFO, LLC SCHR Holdings History

Number of Shares
192,887.00
Current Holdings Value*
$4.93 Mil
% of Portfolio
2.42%
Total Estimate Gain
$-2.18 Mil
% of Total Estimate Gain
-30.43%

MYECFO, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-06-30, MYECFO, LLC held 192,887.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $4.93 Mil. This investment constitutes 2.42% of their stock portfolio, and MYECFO, LLC now holds 0.04% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2022Q4. And since then MYECFO, LLC has made 8 purchases of SCHR, at an average price of $36.35, for a total of 197,010.00 shares. In addition, there have been 1 sales at an average price of $48.41 for 4,123.00 shares. Based on historical transaction data and SCHR's current price of $24.79, MYECFO, LLC's estimated gain on his SCHR holdings is $-2.18 Mil, reflecting a -30.43% gain to date.

MYECFO, LLC SCHR ($24.79) Holding Chart

MYECFO, LLC SCHR ($24.79) 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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