Number of Shares
526,604.00
Current Holdings Value*
$11.34 Mil
% of Portfolio
4.11%
Total Estimate Gain
$-680,510.03
% of Total Estimate Gain
-2.72%

Bond & Devick Financial Network, Inc.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Bond & Devick Financial Network, Inc. held 526,604.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.34 Mil. This investment constitutes 4.11% of their stock portfolio, and Bond & Devick Financial Network, Inc. now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2020Q4. And since then Bond & Devick Financial Network, Inc. has made 14 purchases of SCHB, at an average price of $26.16, for a total of 955,594.00 shares. In addition, there have been 3 sales at an average price of $27.04 for 428,990.00 shares. Based on historical transaction data and SCHB's current price of $24.14, Bond & Devick Financial Network, Inc.'s estimated gain on his SCHB holdings is $-680,510.03, reflecting a -2.72% gain to date.

Bond & Devick Financial Network, Inc. SCHB ($24.14) Holding Chart

Bond & Devick Financial Network, Inc. SCHB ($24.14) 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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