Stratos Wealth Advisors, LLC SCHO Holdings History
Stratos Wealth Advisors, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Stratos Wealth Advisors, LLC held 1.07 Mil shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $26.12 Mil. This investment constitutes 1.43% of their stock portfolio, and Stratos Wealth Advisors, LLC now holds 0.24% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2019Q1. And since then Stratos Wealth Advisors, LLC has made 12 purchases of SCHO, at an average price of $37.60, for a total of 1.20 Mil shares. In addition, there have been 13 sales at an average price of $49.83 for 124,127.00 shares. Based on historical transaction data and SCHO's current price of $24.31, Stratos Wealth Advisors, LLC's estimated gain on his SCHO holdings is $-12.74 Mil, reflecting a -28.31% gain to date.
Stratos Wealth Advisors, LLC SCHO ($24.31) Holding Chart
Stratos Wealth Advisors, LLC SCHO ($24.31) 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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