Werba Rubin Papier Wealth Management SCHQ Holdings History
Werba Rubin Papier Wealth Management's Schwab US Long-Term U.S. Treasury ETF Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 632,813.00 shares of Schwab US Long-Term U.S. Treasury ETF(SCHQ), totaling $20.73 Mil. This investment constitutes 4.51% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 2.37% of the outstanding Schwab US Long-Term U.S. Treasury ETF(SCHQ) stock.
The initial trade took place in 2024Q3. And since then Werba Rubin Papier Wealth Management has made 3 purchases of SCHQ, at an average price of $32.95, for a total of 632,813.00 shares. Based on historical transaction data and SCHQ's current price of $31.18, Werba Rubin Papier Wealth Management's estimated gain on his SCHQ holdings is $-1.12 Mil, reflecting a -5.38% gain to date.
Werba Rubin Papier Wealth Management SCHQ ($31.18) Holding Chart
Werba Rubin Papier Wealth Management SCHQ ($31.18) 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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