Number of Shares
2.18 Mil
Current Holdings Value*
$54.22 Mil
% of Portfolio
3.78%
Total Estimate Gain
$-20.35 Mil
% of Total Estimate Gain
-25.87%

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

As of 2025-03-31, Resonant Capital Advisors, LLC held 2.18 Mil shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $54.22 Mil. This investment constitutes 3.78% of their stock portfolio, and Resonant Capital Advisors, LLC now holds 0.51% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2019Q4. And since then Resonant Capital Advisors, LLC has made 18 purchases of SCHR, at an average price of $34.85, for a total of 2.26 Mil shares. In addition, there have been 3 sales at an average price of $52.86 for 75,938.00 shares. Based on historical transaction data and SCHR's current price of $24.89, Resonant Capital Advisors, LLC's estimated gain on his SCHR holdings is $-20.35 Mil, reflecting a -25.87% gain to date.

Resonant Capital Advisors, LLC SCHR ($24.89) Holding Chart

Resonant Capital Advisors, LLC SCHR ($24.89) 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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