Family Firm, Inc. SCHB Holdings History
Family Firm, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Family Firm, Inc. held 429,129.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $9.24 Mil. This investment constitutes 2.06% of their stock portfolio, and Family Firm, Inc. now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q1. And since then Family Firm, Inc. has made 21 purchases of SCHB, at an average price of $39.32, for a total of 844,265.00 shares. In addition, there have been 10 sales at an average price of $28.88 for 415,136.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Family Firm, Inc.'s estimated gain on his SCHB holdings is $-10.70 Mil, reflecting a -32.24% gain to date.
Family Firm, Inc. SCHB ($24.48) Holding Chart
Family Firm, Inc. SCHB ($24.48) 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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