D.B. Root & Company, LLC SCHB Holdings History
D.B. Root & Company, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, D.B. Root & Company, LLC held 482,232.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $10.38 Mil. This investment constitutes 3.35% of their stock portfolio, and D.B. Root & Company, LLC now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then D.B. Root & Company, LLC has made 16 purchases of SCHB, at an average price of $26.15, for a total of 564,296.00 shares. In addition, there have been 12 sales at an average price of $45.58 for 82,064.00 shares. Based on historical transaction data and SCHB's current price of $24.13, D.B. Root & Company, LLC's estimated gain on his SCHB holdings is $617,606.67, reflecting a 4.19% gain to date.
D.B. Root & Company, LLC SCHB ($24.13) Holding Chart
D.B. Root & Company, LLC SCHB ($24.13) 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
