SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCHQ Holdings History
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's Schwab US Long-Term U.S. Treasury ETF Holding Summary
As of 2025-04-30, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND held 33,480.00 shares of Schwab US Long-Term U.S. Treasury ETF(SCHQ), totaling $1.07 Mil. This investment constitutes 1.82% of their stock portfolio, and SOUND MIND INVESTING DYNAMIC ALLOCATION FUND now holds 0.14% of the outstanding Schwab US Long-Term U.S. Treasury ETF(SCHQ) stock.
The initial trade took place in 2025Q2. And since then SOUND MIND INVESTING DYNAMIC ALLOCATION FUND has made 1 purchases of SCHQ, at an average price of $32.25, for a total of 33,480.00 shares. Based on historical transaction data and SCHQ's current price of $31.06, SOUND MIND INVESTING DYNAMIC ALLOCATION FUND's estimated gain on his SCHQ holdings is $-39,841.20, reflecting a -3.69% gain to date.
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCHQ ($31.06) Holding Chart
SOUND MIND INVESTING DYNAMIC ALLOCATION FUND SCHQ ($31.06) 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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