Number of Shares
615,112.00
Current Holdings Value*
$15.00 Mil
% of Portfolio
5.5%
Total Estimate Gain
$-4.74 Mil
% of Total Estimate Gain
-24.09%

Main Street Group, LTD's Schwab Short-Term U.S. Treasury ETF Holding Summary

As of 2025-06-30, Main Street Group, LTD held 615,112.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $15.00 Mil. This investment constitutes 5.5% of their stock portfolio, and Main Street Group, LTD now holds 0.14% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.

The initial trade took place in 2023Q4. And since then Main Street Group, LTD has made 6 purchases of SCHO, at an average price of $32.00, for a total of 615,112.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Main Street Group, LTD's estimated gain on his SCHO holdings is $-4.74 Mil, reflecting a -24.09% gain to date.

Main Street Group, LTD SCHO ($24.29) Holding Chart

Main Street Group, LTD 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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