Carmichael Hill & Associates, Inc. SCHB Holdings History
Carmichael Hill & Associates, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 510,363.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.32 Mil. This investment constitutes 4.01% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 19 purchases of SCHB, at an average price of $26.11, for a total of 533,523.00 shares. In addition, there have been 7 sales at an average price of $42.08 for 23,160.00 shares. Based on historical transaction data and SCHB's current price of $24.50, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHB holdings is $-452,746.12, reflecting a -3.25% gain to date.
Carmichael Hill & Associates, Inc. SCHB ($24.50) Holding Chart
Carmichael Hill & Associates, Inc. SCHB ($24.50) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
