Caprock Group, LLC SCHB Holdings History
Caprock Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Caprock Group, LLC held 2.21 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $47.52 Mil. This investment constitutes 1.45% of their stock portfolio, and Caprock Group, LLC now holds 0.15% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q4. And since then Caprock Group, LLC has made 19 purchases of SCHB, at an average price of $28.38, for a total of 2.30 Mil shares. In addition, there have been 6 sales at an average price of $40.38 for 91,249.00 shares. Based on historical transaction data and SCHB's current price of $23.97, Caprock Group, LLC's estimated gain on his SCHB holdings is $-8.65 Mil, reflecting a -13.25% gain to date.
Caprock Group, LLC SCHB ($23.97) Holding Chart
Caprock Group, LLC SCHB ($23.97) 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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