Genesee Capital Advisors, LLC SCHB Holdings History
Genesee Capital Advisors, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Genesee Capital Advisors, LLC held 1.49 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $32.10 Mil. This investment constitutes 16.05% of their stock portfolio, and Genesee Capital Advisors, LLC now holds 0.1% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q1. And since then Genesee Capital Advisors, LLC has made 17 purchases of SCHB, at an average price of $32.62, for a total of 1.82 Mil shares. In addition, there have been 8 sales at an average price of $46.28 for 325,649.00 shares. Based on historical transaction data and SCHB's current price of $24.25, Genesee Capital Advisors, LLC's estimated gain on his SCHB holdings is $-8.04 Mil, reflecting a -13.57% gain to date.
Genesee Capital Advisors, LLC SCHB ($24.25) Holding Chart
Genesee Capital Advisors, LLC SCHB ($24.25) 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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