Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-905,888.42
% of Total Estimate Gain
-1.37%

FSA WEALTH PARTNERS, INC.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, FSA WEALTH PARTNERS, INC. held - shares of Schwab U.S. Broad Market ETF(SCHB), totaling N/A. This investment constitutes 0% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2018Q2. And since then FSA WEALTH PARTNERS, INC. has made 6 purchases of SCHB, at an average price of $31.16, for a total of 2.12 Mil shares. In addition, there have been 8 sales at an average price of $30.73 for 2.12 Mil shares. Based on historical transaction data and SCHB's current price of $24.23, FSA WEALTH PARTNERS, INC.'s estimated gain on his SCHB holdings is $-905,888.42, reflecting a -1.37% gain to date.

FSA WEALTH PARTNERS, INC. SCHB ($24.23) Holding Chart

FSA WEALTH PARTNERS, 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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