Beacon Wealthcare, Inc SCHB Holdings History
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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