Tradition Wealth Management, LLC SCHR Holdings History
Tradition Wealth Management, LLC's Schwab Intermediate-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Tradition Wealth Management, LLC held 845,574.00 shares of Schwab Intermediate-Term U.S. Treasury ETF(SCHR), totaling $21.02 Mil. This investment constitutes 1.85% of their stock portfolio, and Tradition Wealth Management, LLC now holds 0.2% of the outstanding Schwab Intermediate-Term U.S. Treasury ETF(SCHR) stock.
The initial trade took place in 2020Q4. And since then Tradition Wealth Management, LLC has made 9 purchases of SCHR, at an average price of $35.31, for a total of 845,574.00 shares. Based on historical transaction data and SCHR's current price of $24.81, Tradition Wealth Management, LLC's estimated gain on his SCHR holdings is $-8.88 Mil, reflecting a -29.74% gain to date.
Tradition Wealth Management, LLC SCHR ($24.81) Holding Chart
Tradition Wealth Management, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
