FIDUCIARY ADVISORS, INC. SCHB Holdings History
Number of Shares
8,110.00
Current Holdings Value*
$193,260.00
% of Portfolio
0.17%
Total Estimate Gain
$17,923.10
% of Total Estimate Gain
10.04%
FIDUCIARY ADVISORS, INC.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, FIDUCIARY ADVISORS, INC. held 8,110.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $193,260.00. This investment constitutes 0.17% of their stock portfolio, and FIDUCIARY ADVISORS, INC. now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q2. And since then FIDUCIARY ADVISORS, INC. has made 1 purchases of SCHB, at an average price of $22.02, for a total of 8,110.00 shares. Based on historical transaction data and SCHB's current price of $24.23, FIDUCIARY ADVISORS, INC.'s estimated gain on his SCHB holdings is $17,923.10, reflecting a 10.04% gain to date.
FIDUCIARY ADVISORS, INC. SCHB ($24.23) Holding Chart
FIDUCIARY ADVISORS, INC. 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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