DecisionPoint Financial, LLC SCHB Holdings History
Number of Shares
33,423.00
Current Holdings Value*
$719,610.00
% of Portfolio
0.21%
Total Estimate Gain
$46,123.74
% of Total Estimate Gain
6.07%
DecisionPoint Financial, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, DecisionPoint Financial, LLC held 33,423.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $719,610.00. This investment constitutes 0.21% of their stock portfolio, and DecisionPoint Financial, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q1. And since then DecisionPoint Financial, LLC has made 1 purchases of SCHB, at an average price of $22.75, for a total of 33,423.00 shares. Based on historical transaction data and SCHB's current price of $24.13, DecisionPoint Financial, LLC's estimated gain on his SCHB holdings is $46,123.74, reflecting a 6.07% gain to date.
DecisionPoint Financial, LLC SCHB ($24.13) Holding Chart
DecisionPoint Financial, 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 % |
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