CROWLEY WEALTH MANAGEMENT, INC. SCHB Holdings History
CROWLEY WEALTH MANAGEMENT, INC.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 8,050.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $191,830.00. This investment constitutes 0.17% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q4. And since then CROWLEY WEALTH MANAGEMENT, INC. has made 1 purchases of SCHB, at an average price of $22.04, for a total of 8,230.00 shares. In addition, there have been 1 sales at an average price of $22.75 for 180.00 shares. Based on historical transaction data and SCHB's current price of $24.25, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his SCHB holdings is $17,933.50, reflecting a 9.89% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. SCHB ($24.25) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. SCHB ($24.25) 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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