Asset Advisors Investment Management, LLC SCHB Holdings History
Asset Advisors Investment Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Asset Advisors Investment Management, LLC held 2.81 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $67.06 Mil. This investment constitutes 6.62% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 0.2% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q3. And since then Asset Advisors Investment Management, LLC has made 16 purchases of SCHB, at an average price of $26.93, for a total of 3.03 Mil shares. In addition, there have been 11 sales at an average price of $40.40 for 214,010.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Asset Advisors Investment Management, LLC's estimated gain on his SCHB holdings is $-4.02 Mil, reflecting a -4.93% gain to date.
Asset Advisors Investment Management, LLC SCHB ($24.48) Holding Chart
Asset Advisors Investment Management, LLC SCHB ($24.48) 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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