Financial Architects, Inc SCHB Holdings History
Financial Architects, Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2023-06-30, Financial Architects, Inc held 514,526.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $26.60 Mil. This investment constitutes 4.04% of their stock portfolio, and Financial Architects, Inc now holds 0.12% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q3. And since then Financial Architects, Inc has made 25 purchases of SCHB, at an average price of $35.57, for a total of 1.23 Mil shares. In addition, there have been 10 sales at an average price of $45.32 for 717,992.00 shares. Based on historical transaction data and SCHB's current price of $24.48, Financial Architects, Inc's estimated gain on his SCHB holdings is $1.30 Mil, reflecting a 2.96% gain to date.
Financial Architects, Inc SCHB ($24.48) Holding Chart
Financial Architects, 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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