RMR Wealth Builders SCHO Holdings History
RMR Wealth Builders's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, RMR Wealth Builders held 337,364.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $8.21 Mil. This investment constitutes 0.86% of their stock portfolio, and RMR Wealth Builders now holds 0.08% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2022Q4. And since then RMR Wealth Builders has made 11 purchases of SCHO, at an average price of $30.44, for a total of 337,364.00 shares. Based on historical transaction data and SCHO's current price of $24.24, RMR Wealth Builders's estimated gain on his SCHO holdings is $-2.09 Mil, reflecting a -20.36% gain to date.
RMR Wealth Builders SCHO ($24.24) Holding Chart
RMR Wealth Builders SCHO ($24.24) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
