Selective Wealth Management, Inc. SCHO Holdings History
Selective Wealth Management, Inc.'s Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 19,000.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $460,940.00. This investment constitutes 0.2% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2019Q3. And since then Selective Wealth Management, Inc. has made 4 purchases of SCHO, at an average price of $30.89, for a total of 25,627.00 shares. In addition, there have been 5 sales at an average price of $49.08 for 6,627.00 shares. Based on historical transaction data and SCHO's current price of $24.30, Selective Wealth Management, Inc.'s estimated gain on his SCHO holdings is $-4,524.74, reflecting a -0.57% gain to date.
Selective Wealth Management, Inc. SCHO ($24.30) Holding Chart
Selective Wealth Management, Inc. 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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