Number of Shares
649.00
Current Holdings Value*
$31,870.00
% of Portfolio
1.47%
Total Estimate Gain
$-15,270.97
% of Total Estimate Gain
-48.70%

SevenOneSeven Capital Management's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary

As of 2023-12-31, SevenOneSeven Capital Management held 649.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $31,870.00. This investment constitutes 1.47% of their stock portfolio, and SevenOneSeven Capital Management now holds 0% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.

The initial trade took place in 2023Q4. And since then SevenOneSeven Capital Management has made 1 purchases of SCHR, at an average price of $48.32, for a total of 649.00 shares. Based on historical transaction data and SCHR's current price of $24.79, SevenOneSeven Capital Management's estimated gain on his SCHR holdings is $-15,270.97, reflecting a -48.70% gain to date.

SevenOneSeven Capital Management SCHR ($24.79) Holding Chart

SevenOneSeven Capital Management SCHR ($24.79) 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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