Number of Shares
252,507.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
5.54%
Total Estimate Gain
$357,615.21
% of Total Estimate Gain
5.45%

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

As of 2025-03-31, Graver Capital Management, LLC held 252,507.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $5.44 Mil. This investment constitutes 5.54% of their stock portfolio, and Graver Capital Management, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $22.75 for 34,698.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Graver Capital Management, LLC's estimated gain on his SCHB holdings is $357,615.21, reflecting a 5.45% gain to date.

Graver Capital Management, LLC SCHB ($24.28) Holding Chart

Graver Capital Management, LLC SCHB ($24.28) 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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