Circle Wealth Management, LLC SCHB Holdings History
Circle Wealth Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Circle Wealth Management, LLC held 2.76 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $59.38 Mil. This investment constitutes 1.36% of their stock portfolio, and Circle Wealth Management, LLC now holds 0.19% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Circle Wealth Management, LLC has made 18 purchases of SCHB, at an average price of $25.65, for a total of 3.47 Mil shares. In addition, there have been 10 sales at an average price of $32.37 for 710,639.00 shares. Based on historical transaction data and SCHB's current price of $23.97, Circle Wealth Management, LLC's estimated gain on his SCHB holdings is $149,778.77, reflecting a 0.17% gain to date.
Circle Wealth Management, LLC SCHB ($23.97) Holding Chart
Circle Wealth Management, 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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