Domani Wealth, LLC SCHB Holdings History
Domani Wealth, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2023-03-31, Domani Wealth, LLC held 347,222.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $16.61 Mil. This investment constitutes 3.86% of their stock portfolio, and Domani Wealth, LLC now holds 0.08% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q4. And since then Domani Wealth, LLC has made 8 purchases of SCHB, at an average price of $31.92, for a total of 694,905.00 shares. In addition, there have been 13 sales at an average price of $37.93 for 347,683.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Domani Wealth, LLC's estimated gain on his SCHB holdings is $-579,318.41, reflecting a -2.61% gain to date.
Domani Wealth, LLC SCHB ($24.23) Holding Chart
Domani Wealth, LLC SCHB ($24.23) 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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