Number of Shares
96,742.00
Current Holdings Value*
$4.40 Mil
% of Portfolio
2.65%
Total Estimate Gain
$-263,502.30
% of Total Estimate Gain
-4.78%

Beacon Wealthcare, Inc's Schwab U.S. Broad Market ETF Holding Summary

As of 2020-12-31, Beacon Wealthcare, Inc held 96,742.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.40 Mil. This investment constitutes 2.65% of their stock portfolio, and Beacon Wealthcare, Inc now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2018Q2. And since then Beacon Wealthcare, Inc has made 5 purchases of SCHB, at an average price of $30.72, for a total of 179,518.00 shares. In addition, there have been 6 sales at an average price of $35.20 for 82,776.00 shares. Based on historical transaction data and SCHB's current price of $24.16, Beacon Wealthcare, Inc's estimated gain on his SCHB holdings is $-263,502.30, reflecting a -4.78% gain to date.

Beacon Wealthcare, Inc SCHB ($24.16) Holding Chart

Beacon Wealthcare, Inc SCHB ($24.16) 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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