Graver Capital Management, LLC SCHB Holdings History
Number of Shares
252,507.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
5.54%
Total Estimate Gain
$400,591.90
% of Total Estimate Gain
6.10%
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 $24.45, Graver Capital Management, LLC's estimated gain on his SCHB holdings is $400,591.90, reflecting a 6.10% gain to date.
Graver Capital Management, LLC SCHB ($24.45) Holding Chart
Graver Capital Management, LLC SCHB ($24.45) 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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