Traverso Chambers Private Wealth Management, LLC SCHO Holdings History
Traverso Chambers Private Wealth Management, LLC's Schwab Short-Term U.S. Treasury ETF Holding Summary
As of 2023-12-31, Traverso Chambers Private Wealth Management, LLC held 396,034.00 shares of Schwab Short-Term U.S. Treasury ETF(SCHO), totaling $19.19 Mil. This investment constitutes 4.66% of their stock portfolio, and Traverso Chambers Private Wealth Management, LLC now holds 0.14% of the outstanding Schwab Short-Term U.S. Treasury ETF(SCHO) stock.
The initial trade took place in 2020Q1. And since then Traverso Chambers Private Wealth Management, LLC has made 12 purchases of SCHO, at an average price of $50.40, for a total of 802,262.00 shares. In addition, there have been 3 sales at an average price of $48.37 for 406,228.00 shares. Based on historical transaction data and SCHO's current price of $24.24, Traverso Chambers Private Wealth Management, LLC's estimated gain on his SCHO holdings is $-11.18 Mil, reflecting a -27.65% gain to date.
Traverso Chambers Private Wealth Management, LLC SCHO ($24.24) Holding Chart
Traverso Chambers Private Wealth Management, LLC SCHO ($24.24) 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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