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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