AF Advisors, Inc. SCHB Holdings History

Number of Shares
26,973.00
Current Holdings Value*
$580,720.00
% of Portfolio
0.11%
Total Estimate Gain
$-21,291.26
% of Total Estimate Gain
-1.24%

AF Advisors, Inc.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, AF Advisors, Inc. held 26,973.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $580,720.00. This investment constitutes 0.11% of their stock portfolio, and AF Advisors, Inc. now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2020Q1. And since then AF Advisors, Inc. has made 12 purchases of SCHB, at an average price of $35.78, for a total of 48,178.00 shares. In addition, there have been 4 sales at an average price of $49.47 for 21,205.00 shares. Based on historical transaction data and SCHB's current price of $24.23, AF Advisors, Inc.'s estimated gain on his SCHB holdings is $-21,291.26, reflecting a -1.24% gain to date.

AF Advisors, Inc. SCHB ($24.23) Holding Chart

AF Advisors, Inc. SCHB ($24.23) 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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