Avalon Advisory Group SCHB Holdings History
Avalon Advisory Group's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Avalon Advisory Group held 140,625.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.03 Mil. This investment constitutes 1.43% of their stock portfolio, and Avalon Advisory Group now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q4. And since then Avalon Advisory Group has made 5 purchases of SCHB, at an average price of $29.79, for a total of 263,187.00 shares. In addition, there have been 13 sales at an average price of $37.33 for 122,562.00 shares. Based on historical transaction data and SCHB's current price of $23.39, Avalon Advisory Group's estimated gain on his SCHB holdings is $24,849.78, reflecting a 0.32% gain to date.
Avalon Advisory Group SCHB ($23.39) Holding Chart
Avalon Advisory Group SCHB ($23.39) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
