Rede Wealth, LLC SCHR Holdings History

Number of Shares
44,060.00
Current Holdings Value*
$1.10 Mil
% of Portfolio
0.39%
Total Estimate Gain
$-212,852.94
% of Total Estimate Gain
-6.89%

Rede Wealth, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, Rede Wealth, LLC held 44,060.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $1.10 Mil. This investment constitutes 0.39% of their stock portfolio, and Rede Wealth, LLC now holds 0.01% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2020Q4. And since then Rede Wealth, LLC has made 3 purchases of SCHR, at an average price of $39.40, for a total of 78,441.00 shares. In addition, there have been 11 sales at an average price of $51.89 for 34,381.00 shares. Based on historical transaction data and SCHR's current price of $24.82, Rede Wealth, LLC's estimated gain on his SCHR holdings is $-212,852.94, reflecting a -6.89% gain to date.

Rede Wealth, LLC SCHR ($24.82) Holding Chart

Rede Wealth, LLC SCHR ($24.82) 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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