Schwab VIT Balanced Portfolio SCHO Holdings History
Schwab VIT Balanced Portfolio's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, SCHWAB ANNUITY PORTFOLIOS held 302,658.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $7.37 Mil. This investment constitutes 9.61% of their stock portfolio, and SCHWAB ANNUITY PORTFOLIOS now holds 0.07% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2022Q1. And since then Schwab VIT Balanced Portfolio has made 7 purchases of SCHO, at an average price of $37.51, for a total of 332,852.00 shares. In addition, there have been 6 sales at an average price of $41.41 for 30,194.00 shares. Based on historical transaction data and SCHO's current price of $24.30, Schwab VIT Balanced Portfolio's estimated gain on his SCHO holdings is $-3.88 Mil, reflecting a -31.09% gain to date.
Schwab VIT Balanced Portfolio SCHO ($24.30) Holding Chart
Schwab VIT Balanced Portfolio SCHO ($24.30) 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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