Cassady Schiller Wealth Management, LLC SCHB Holdings History
Cassady Schiller Wealth Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-12-31, Cassady Schiller Wealth Management, LLC held 226,960.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $5.15 Mil. This investment constitutes 1.91% of their stock portfolio, and Cassady Schiller Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Cassady Schiller Wealth Management, LLC has made 3 purchases of SCHB, at an average price of $33.12, for a total of 234,114.00 shares. In addition, there have been 6 sales at an average price of $56.13 for 7,154.00 shares. Based on historical transaction data and SCHB's current price of $24.07, Cassady Schiller Wealth Management, LLC's estimated gain on his SCHB holdings is $-1.89 Mil, reflecting a -24.36% gain to date.
Cassady Schiller Wealth Management, LLC SCHB ($24.07) Holding Chart
Cassady Schiller Wealth Management, LLC SCHB ($24.07) 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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