Number of Shares
160,764.00
Current Holdings Value*
$3.47 Mil
% of Portfolio
1.93%
Total Estimate Gain
$223,748.62
% of Total Estimate Gain
6.09%

Aspiring Ventures, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Aspiring Ventures, LLC held 160,764.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.47 Mil. This investment constitutes 1.93% of their stock portfolio, and Aspiring Ventures, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2024Q4. And since then Aspiring Ventures, LLC has made 1 purchases of SCHB, at an average price of $22.84, for a total of 160,764.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Aspiring Ventures, LLC's estimated gain on his SCHB holdings is $223,748.62, reflecting a 6.09% gain to date.

Aspiring Ventures, LLC SCHB ($24.23) Holding Chart

Aspiring Ventures, 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 %

Top Ranked Articles

  • 1