Mainsail Financial Group, LLC SCHO Holdings History
Number of Shares
84,948.00
Current Holdings Value*
$2.06 Mil
% of Portfolio
0.96%
Total Estimate Gain
$-849.48
% of Total Estimate Gain
-0.04%
Mainsail Financial Group, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-06-30, Mainsail Financial Group, LLC held 84,948.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $2.06 Mil. This investment constitutes 0.96% of their stock portfolio, and Mainsail Financial Group, LLC now holds 0.02% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2025Q2. And since then Mainsail Financial Group, LLC has made 1 purchases of SCHO, at an average price of $24.30, for a total of 84,948.00 shares. Based on historical transaction data and SCHO's current price of $24.29, Mainsail Financial Group, LLC's estimated gain on his SCHO holdings is $-849.48, reflecting a -0.04% gain to date.
Mainsail Financial Group, LLC SCHO ($24.29) Holding Chart
Mainsail Financial Group, 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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