Gibson Capital, LLC SCHB Holdings History

Number of Shares
17,012.00
Current Holdings Value*
$366,270.00
% of Portfolio
0.08%
Total Estimate Gain
$30,663.50
% of Total Estimate Gain
4.31%

Gibson Capital, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, Gibson Capital, LLC held 17,012.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $366,270.00. This investment constitutes 0.08% of their stock portfolio, and Gibson Capital, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2014Q3. And since then Gibson Capital, LLC has made 2 purchases of SCHB, at an average price of $21.85, for a total of 32,528.00 shares. In addition, there have been 1 sales at an average price of $21.24 for 15,516.00 shares. Based on historical transaction data and SCHB's current price of $24.22, Gibson Capital, LLC's estimated gain on his SCHB holdings is $30,663.50, reflecting a 4.31% gain to date.

Gibson Capital, LLC SCHB ($24.22) Holding Chart

Gibson Capital, LLC SCHB ($24.22) 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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