SWS Partners SCHR Holdings History
SWS Partners's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2026-06-30, SWS Partners held 736,384.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $18.16 Mil. This investment constitutes 3.92% of their stock portfolio, and SWS Partners now holds 0.14% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2018Q2. And since then SWS Partners has made 17 purchases of SCHR, at an average price of $38.61, for a total of 1.05 Mil shares. In addition, there have been 9 sales at an average price of $45.84 for 309,542.00 shares. Based on historical transaction data and SCHR's current price of $23.98, SWS Partners's estimated gain on his SCHR holdings is $-8.54 Mil, reflecting a -21.15% gain to date.
SWS Partners SCHR ($23.98) Holding Chart
SWS Partners SCHR ($23.98) 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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