NEXT Financial Holdings SCHO Holdings History
Number of Shares
514,620.00
Current Holdings Value*
$25.83 Mil
% of Portfolio
6.95%
Total Estimate Gain
$-13.21 Mil
% of Total Estimate Gain
-51.39%
NEXT Financial Holdings's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2019-03-31, NEXT Financial Holdings held 514,620.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $25.83 Mil. This investment constitutes 6.95% of their stock portfolio, and NEXT Financial Holdings now holds 0.32% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2019Q1. Based on historical transaction data and SCHO's current price of $24.28, NEXT Financial Holdings's estimated gain on his SCHO holdings is $-13.21 Mil, reflecting a -51.39% gain to date.
NEXT Financial Holdings SCHO ($24.28) Holding Chart
NEXT Financial Holdings SCHO ($24.28) 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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