AGILIS PARTNERS LLC SCHB Holdings History
AGILIS PARTNERS LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-12-31, AGILIS PARTNERS LLC held 2.63 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $59.60 Mil. This investment constitutes 17.94% of their stock portfolio, and AGILIS PARTNERS LLC now holds 0.18% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q4. And since then AGILIS PARTNERS LLC has made 10 purchases of SCHB, at an average price of $25.39, for a total of 4.88 Mil shares. In addition, there have been 18 sales at an average price of $36.68 for 2.25 Mil shares. Based on historical transaction data and SCHB's current price of $24.23, AGILIS PARTNERS LLC's estimated gain on his SCHB holdings is $22.37 Mil, reflecting a 18.07% gain to date.
AGILIS PARTNERS LLC SCHB ($24.23) Holding Chart
AGILIS PARTNERS LLC 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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