Sonoma Private Wealth LLC SCHR Holdings History
Sonoma Private Wealth LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Sonoma Private Wealth LLC held 66,526.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $1.65 Mil. This investment constitutes 2.29% of their stock portfolio, and Sonoma Private Wealth LLC now holds 0.02% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2023Q1. And since then Sonoma Private Wealth LLC has made 6 purchases of SCHR, at an average price of $29.70, for a total of 70,806.00 shares. In addition, there have been 2 sales at an average price of $48.35 for 4,280.00 shares. Based on historical transaction data and SCHR's current price of $24.81, Sonoma Private Wealth LLC's estimated gain on his SCHR holdings is $-245,644.06, reflecting a -11.68% gain to date.
Sonoma Private Wealth LLC SCHR ($24.81) Holding Chart
Sonoma Private Wealth LLC SCHR ($24.81) 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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