Newman & Schimel, LLC SCHO Holdings History
Newman & Schimel, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2022-12-31, Newman & Schimel, LLC held 133,187.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $6.42 Mil. This investment constitutes 2.9% of their stock portfolio, and Newman & Schimel, LLC now holds 0.05% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2022Q2. And since then Newman & Schimel, LLC has made 3 purchases of SCHO, at an average price of $48.97, for a total of 133,187.00 shares. Based on historical transaction data and SCHO's current price of $24.36, Newman & Schimel, LLC's estimated gain on his SCHO holdings is $-3.28 Mil, reflecting a -50.25% gain to date.
Newman & Schimel, LLC SCHO ($24.36) Holding Chart
Newman & Schimel, LLC SCHO ($24.36) 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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