Intelligence Driven Advisers, LLC SCHB Holdings History
Intelligence Driven Advisers, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Intelligence Driven Advisers, LLC held 1.04 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $24.79 Mil. This investment constitutes 3.74% of their stock portfolio, and Intelligence Driven Advisers, LLC now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q4. And since then Intelligence Driven Advisers, LLC has made 13 purchases of SCHB, at an average price of $28.97, for a total of 2.15 Mil shares. In addition, there have been 13 sales at an average price of $38.92 for 1.11 Mil shares. Based on historical transaction data and SCHB's current price of $24.07, Intelligence Driven Advisers, LLC's estimated gain on his SCHB holdings is $5.94 Mil, reflecting a 9.54% gain to date.
Intelligence Driven Advisers, LLC SCHB ($24.07) Holding Chart
Intelligence Driven Advisers, 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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