Custom Portfolio Group LLC SCHB Holdings History
Custom Portfolio Group LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-06-30, Custom Portfolio Group LLC held 124,313.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $7.83 Mil. This investment constitutes 7.01% of their stock portfolio, and Custom Portfolio Group LLC now holds -% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. In addition, there have been 1 sales at an average price of $60.78 for 999.00 shares. Based on historical transaction data and SCHB's current price of $23.97, Custom Portfolio Group LLC's estimated gain on his SCHB holdings is $-3.45 Mil, reflecting a -53.17% gain to date.
Custom Portfolio Group LLC SCHB ($23.97) Holding Chart
Custom Portfolio 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
