Gallagher Fiduciary Advisors, LLC SCHB Holdings History
Gallagher Fiduciary Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Gallagher Fiduciary Advisors, LLC held 2.70 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $58.20 Mil. This investment constitutes 1.91% of their stock portfolio, and Gallagher Fiduciary Advisors, LLC now holds 0.19% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q1. And since then Gallagher Fiduciary Advisors, LLC has made 1 purchases of SCHB, at an average price of $22.75, for a total of 2.70 Mil shares. Based on historical transaction data and SCHB's current price of $24.36, Gallagher Fiduciary Advisors, LLC's estimated gain on his SCHB holdings is $4.34 Mil, reflecting a 7.06% gain to date.
Gallagher Fiduciary Advisors, LLC SCHB ($24.36) Holding Chart
Gallagher Fiduciary Advisors, LLC SCHB ($24.36) 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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