Axos Invest Inc. SCHB Holdings History
Axos Invest Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Axos Invest Inc. held 166,122.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.58 Mil. This investment constitutes 2.77% of their stock portfolio, and Axos Invest Inc. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q3. And since then Axos Invest Inc. has made 1 purchases of SCHB, at an average price of $21.38, for a total of 233,392.00 shares. In addition, there have been 1 sales at an average price of $22.85 for 67,270.00 shares. Based on historical transaction data and SCHB's current price of $24.46, Axos Invest Inc.'s estimated gain on his SCHB holdings is $609,068.41, reflecting a 12.20% gain to date.
Axos Invest Inc. SCHB ($24.46) Holding Chart
Axos Invest Inc. SCHB ($24.46) 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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