Evensky & Katz LLC SCHB Holdings History
Evensky & Katz LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Evensky & Katz LLC held 9.02 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $194.22 Mil. This investment constitutes 13.03% of their stock portfolio, and Evensky & Katz LLC now holds 0.63% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q4. And since then Evensky & Katz LLC has made 14 purchases of SCHB, at an average price of $26.13, for a total of 17.16 Mil shares. In addition, there have been 23 sales at an average price of $36.30 for 8.14 Mil shares. Based on historical transaction data and SCHB's current price of $24.13, Evensky & Katz LLC's estimated gain on his SCHB holdings is $64.68 Mil, reflecting a 14.42% gain to date.
Evensky & Katz LLC SCHB ($24.13) Holding Chart
Evensky & Katz 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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