BOYUM WEALTH ARCHITECTS LLC SCHB Holdings History
BOYUM WEALTH ARCHITECTS LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 1.11 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $26.47 Mil. This investment constitutes 19.49% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0.08% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q1. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of SCHB, at an average price of $22.74, for a total of 1.11 Mil shares. Based on historical transaction data and SCHB's current price of $24.23, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his SCHB holdings is $1.66 Mil, reflecting a 6.57% gain to date.
BOYUM WEALTH ARCHITECTS LLC SCHB ($24.23) Holding Chart
BOYUM WEALTH ARCHITECTS 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 % | |||
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