HBK Sorce Advisory LLC SCHB Holdings History
HBK Sorce Advisory LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, HBK Sorce Advisory LLC held 3.09 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $66.63 Mil. This investment constitutes 1.95% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.22% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q4. And since then HBK Sorce Advisory LLC has made 20 purchases of SCHB, at an average price of $31.57, for a total of 5.41 Mil shares. In addition, there have been 9 sales at an average price of $49.48 for 2.32 Mil shares. Based on historical transaction data and SCHB's current price of $24.09, HBK Sorce Advisory LLC's estimated gain on his SCHB holdings is $18.38 Mil, reflecting a 10.75% gain to date.
HBK Sorce Advisory LLC SCHB ($24.09) Holding Chart
HBK Sorce Advisory LLC SCHB ($24.09) 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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