Boulder Wealth Advisors, LLC SCHB Holdings History
Boulder Wealth Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Boulder Wealth Advisors, LLC held 1.56 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $33.60 Mil. This investment constitutes 19.56% of their stock portfolio, and Boulder Wealth Advisors, LLC now holds 0.11% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then Boulder Wealth Advisors, LLC has made 5 purchases of SCHB, at an average price of $24.54, for a total of 1.56 Mil shares. Based on historical transaction data and SCHB's current price of $23.83, Boulder Wealth Advisors, LLC's estimated gain on his SCHB holdings is $-1.10 Mil, reflecting a -2.87% gain to date.
Boulder Wealth Advisors, LLC SCHB ($23.83) Holding Chart
Boulder Wealth Advisors, LLC SCHB ($23.83) 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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