Number of Shares
3.11 Mil
Current Holdings Value*
$101.81 Mil
% of Portfolio
13.31%
Total Estimate Gain
$-9.46 Mil
% of Total Estimate Gain
-8.87%

TOTAL INVESTMENT MANAGEMENT INC's Schwab US Long-Term U.S. Treasury ETF Holding Summary

As of 2025-03-31, TOTAL INVESTMENT MANAGEMENT INC held 3.11 Mil shares of Schwab US Long-Term U.S. Treasury ETF(SCHQ), totaling $101.81 Mil. This investment constitutes 13.31% of their stock portfolio, and TOTAL INVESTMENT MANAGEMENT INC now holds 10.27% of the outstanding Schwab US Long-Term U.S. Treasury ETF(SCHQ) stock.

The initial trade took place in 2022Q4. And since then TOTAL INVESTMENT MANAGEMENT INC has made 9 purchases of SCHQ, at an average price of $34.21, for a total of 3.12 Mil shares. In addition, there have been 1 sales at an average price of $36.67 for 11,026.00 shares. Based on historical transaction data and SCHQ's current price of $31.16, TOTAL INVESTMENT MANAGEMENT INC's estimated gain on his SCHQ holdings is $-9.46 Mil, reflecting a -8.87% gain to date.

TOTAL INVESTMENT MANAGEMENT INC SCHQ ($31.16) Holding Chart

TOTAL INVESTMENT MANAGEMENT INC SCHQ ($31.16) 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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