Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-654,742.93
% of Total Estimate Gain
-3.48%

Opus Capital Group, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Opus Capital Group, LLC held - shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Opus Capital Group, LLC now holds 0% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2018Q3. And since then Opus Capital Group, LLC has made 14 purchases of SCHR, at an average price of $46.29, for a total of 406,196.00 shares. In addition, there have been 8 sales at an average price of $44.68 for 406,196.00 shares. Based on historical transaction data and SCHR's current price of $24.76, Opus Capital Group, LLC's estimated gain on his SCHR holdings is $-654,742.93, reflecting a -3.48% gain to date.

Opus Capital Group, LLC SCHR ($24.76) Holding Chart

Opus Capital Group, LLC SCHR ($24.76) 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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