FREEDOM WEALTH ALLIANCE, LLC SCHB Holdings History
FREEDOM WEALTH ALLIANCE, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2023-09-30, FREEDOM WEALTH ALLIANCE, LLC held 270,045.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $13.46 Mil. This investment constitutes 22.15% of their stock portfolio, and FREEDOM WEALTH ALLIANCE, LLC now holds 0.06% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then FREEDOM WEALTH ALLIANCE, LLC has made 2 purchases of SCHB, at an average price of $45.17, for a total of 270,231.00 shares. In addition, there have been 1 sales at an average price of $48.73 for 186.00 shares. Based on historical transaction data and SCHB's current price of $24.14, FREEDOM WEALTH ALLIANCE, LLC's estimated gain on his SCHB holdings is $-5.68 Mil, reflecting a -46.52% gain to date.
FREEDOM WEALTH ALLIANCE, LLC SCHB ($24.14) Holding Chart
FREEDOM WEALTH ALLIANCE, LLC SCHB ($24.14) 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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