Number of Shares
8.24 Mil
Current Holdings Value*
$177.37 Mil
% of Portfolio
16%
Total Estimate Gain
$-14.44 Mil
% of Total Estimate Gain
-6.52%

Bouchey Financial Group Ltd's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Bouchey Financial Group Ltd held 8.24 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $177.37 Mil. This investment constitutes 16% of their stock portfolio, and Bouchey Financial Group Ltd now holds 0.57% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2014Q1. And since then Bouchey Financial Group Ltd has made 32 purchases of SCHB, at an average price of $26.30, for a total of 8.43 Mil shares. In addition, there have been 4 sales at an average price of $37.61 for 191,320.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Bouchey Financial Group Ltd's estimated gain on his SCHB holdings is $-14.44 Mil, reflecting a -6.52% gain to date.

Bouchey Financial Group Ltd SCHB ($24.28) Holding Chart

Bouchey Financial Group Ltd SCHB ($24.28) 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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