BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHB Holdings History
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC held 623,390.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $13.42 Mil. This investment constitutes 2.54% of their stock portfolio, and BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q1. And since then BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC has made 10 purchases of SCHB, at an average price of $24.09, for a total of 1.10 Mil shares. In addition, there have been 26 sales at an average price of $31.02 for 475,487.00 shares. Based on historical transaction data and SCHB's current price of $24.13, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC's estimated gain on his SCHB holdings is $3.33 Mil, reflecting a 12.57% gain to date.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHB ($24.13) Holding Chart
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC SCHB ($24.13) 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
