Hartmann Taylor Wealth Management, LLC SCHB Holdings History
Number of Shares
227,679.00
Current Holdings Value*
$4.90 Mil
% of Portfolio
4.39%
Total Estimate Gain
$300,536.28
% of Total Estimate Gain
5.80%
Hartmann Taylor Wealth Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 227,679.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.90 Mil. This investment constitutes 4.39% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHB's current price of $24.07, Hartmann Taylor Wealth Management, LLC's estimated gain on his SCHB holdings is $300,536.28, reflecting a 5.80% gain to date.
Hartmann Taylor Wealth Management, LLC SCHB ($24.07) Holding Chart
Hartmann Taylor Wealth Management, LLC SCHB ($24.07) 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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