Ethos Financial Group, LLC SCHB Holdings History
Ethos Financial Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 1.87 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $42.42 Mil. This investment constitutes 4.14% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.13% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 7 purchases of SCHB, at an average price of $29.57, for a total of 1.87 Mil shares. In addition, there have been 1 sales at an average price of $22.75 for 1,653.00 shares. Based on historical transaction data and SCHB's current price of $24.05, Ethos Financial Group, LLC's estimated gain on his SCHB holdings is $-10.33 Mil, reflecting a -18.67% gain to date.
Ethos Financial Group, LLC SCHB ($24.05) Holding Chart
Ethos Financial Group, LLC SCHB ($24.05) 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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