OneAscent Family Office, LLC SCHO Holdings History
OneAscent Family Office, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 181,076.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $4.41 Mil. This investment constitutes 4.1% of their stock portfolio, and OneAscent Family Office, LLC now holds 0.04% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2024Q4. And since then OneAscent Family Office, LLC has made 1 purchases of SCHO, at an average price of $24.21, for a total of 181,076.00 shares. Based on historical transaction data and SCHO's current price of $24.26, OneAscent Family Office, LLC's estimated gain on his SCHO holdings is $9,361.63, reflecting a 0.21% gain to date.
OneAscent Family Office, LLC SCHO ($24.26) Holding Chart
OneAscent Family Office, LLC SCHO ($24.26) 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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