CHAPMAN FINANCIAL GROUP, LLC SCHB Holdings History
Number of Shares
132,478.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
2.43%
Total Estimate Gain
$173,546.18
% of Total Estimate Gain
5.73%
CHAPMAN FINANCIAL GROUP, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-12-31, CHAPMAN FINANCIAL GROUP, LLC held 132,478.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.01 Mil. This investment constitutes 2.43% of their stock portfolio, and CHAPMAN FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and SCHB's current price of $24.16, CHAPMAN FINANCIAL GROUP, LLC's estimated gain on his SCHB holdings is $173,546.18, reflecting a 5.73% gain to date.
CHAPMAN FINANCIAL GROUP, LLC SCHB ($24.16) Holding Chart
CHAPMAN FINANCIAL GROUP, LLC 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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