WBH ADVISORY INC SCHQ Holdings History
WBH ADVISORY INC's Schwab US Long-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 113,435.00 shares of Schwab US Long-Term U.S. Treasury ETF(SCHQ), totaling $3.72 Mil. This investment constitutes 0.35% of their stock portfolio, and WBH ADVISORY INC now holds 0.37% of the outstanding Schwab US Long-Term U.S. Treasury ETF(SCHQ) stock.
The initial trade took place in 2023Q3. And since then WBH ADVISORY INC has made 3 purchases of SCHQ, at an average price of $32.74, for a total of 182,280.00 shares. In addition, there have been 4 sales at an average price of $32.97 for 68,845.00 shares. Based on historical transaction data and SCHQ's current price of $31.06, WBH ADVISORY INC's estimated gain on his SCHQ holdings is $-174,034.41, reflecting a -2.92% gain to date.
WBH ADVISORY INC SCHQ ($31.06) Holding Chart
WBH ADVISORY INC SCHQ ($31.06) 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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