Resonant Capital Advisors, LLC SCHR Holdings History
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 $24.83, Resonant Capital Advisors, LLC's estimated gain on his SCHR holdings is $-20.48 Mil, reflecting a -26.04% gain to date.
Resonant Capital Advisors, LLC SCHR ($24.83) Holding Chart
Resonant Capital Advisors, LLC SCHR ($24.83) 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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