Global Wealth Management, LLC SCHB Holdings History
Global Wealth Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Global Wealth Management, LLC held 997,934.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $24.08 Mil. This investment constitutes 13.21% of their stock portfolio, and Global Wealth Management, LLC now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q3. And since then Global Wealth Management, LLC has made 1 purchases of SCHB, at an average price of $21.35, for a total of 1.06 Mil shares. In addition, there have been 2 sales at an average price of $22.11 for 60,309.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Global Wealth Management, LLC's estimated gain on his SCHB holdings is $2.92 Mil, reflecting a 12.92% gain to date.
Global Wealth Management, LLC SCHB ($24.23) Holding Chart
Global Wealth Management, LLC SCHB ($24.23) 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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