Number of Shares
41,828.00
Current Holdings Value*
$1.05 Mil
% of Portfolio
0.43%
Total Estimate Gain
$-504.10
% of Total Estimate Gain
-0.03%

Sculati Wealth Management, LLC's Schwab Ultra-Short Income ETF Holding Summary

As of 2025-03-31, Sculati Wealth Management, LLC held 41,828.00 shares of Schwab Ultra-Short Income ETF(SCUS), totaling $1.05 Mil. This investment constitutes 0.43% of their stock portfolio, and Sculati Wealth Management, LLC now holds 1.16% of the outstanding Schwab Ultra-Short Income ETF(SCUS) stock.

The initial trade took place in 2024Q3. And since then Sculati Wealth Management, LLC has made 2 purchases of SCUS, at an average price of $25.15, for a total of 67,382.00 shares. In addition, there have been 1 sales at an average price of $25.15 for 25,554.00 shares. Based on historical transaction data and SCUS's current price of $25.13, Sculati Wealth Management, LLC's estimated gain on his SCUS holdings is $-504.10, reflecting a -0.03% gain to date.

Sculati Wealth Management, LLC SCUS ($25.13) Holding Chart

Sculati Wealth Management, LLC SCUS ($25.13) 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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