Homrich & Berg SCHB Holdings History
Homrich & Berg's Schwab U.S. Broad Market ETF Holding Summary
As of 2021-09-30, Homrich & Berg held 1.73 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $89.98 Mil. This investment constitutes 2.02% of their stock portfolio, and Homrich & Berg now holds 0.2% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q4. And since then Homrich & Berg has made 14 purchases of SCHB, at an average price of $28.43, for a total of 2.35 Mil shares. In addition, there have been 8 sales at an average price of $35.25 for 621,960.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Homrich & Berg's estimated gain on his SCHB holdings is $-3.04 Mil, reflecting a -4.54% gain to date.
Homrich & Berg SCHB ($24.23) Holding Chart
Homrich & Berg 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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