Dodds Wealth, LLC SCHB Holdings History
Dodds Wealth, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Dodds Wealth, LLC held 860,683.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $18.53 Mil. This investment constitutes 6.04% of their stock portfolio, and Dodds Wealth, LLC now holds 0.06% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2023Q4. And since then Dodds Wealth, LLC has made 4 purchases of SCHB, at an average price of $24.73, for a total of 2.16 Mil shares. In addition, there have been 1 sales at an average price of $22.85 for 1.30 Mil shares. Based on historical transaction data and SCHB's current price of $24.00, Dodds Wealth, LLC's estimated gain on his SCHB holdings is $-3.07 Mil, reflecting a -5.74% gain to date.
Dodds Wealth, LLC SCHB ($24.00) Holding Chart
Dodds Wealth, LLC SCHB ($24.00) 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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