JBGlobal.com LLC SCHV Holdings History
Number of Shares
631,175.00
Current Holdings Value*
$17.46 Mil
% of Portfolio
18.15%
Total Estimate Gain
$610,763.91
% of Total Estimate Gain
3.32%
JBGlobal.com LLC's Schwab U.S. Large-Cap Value ETF Holding Summary
As of 2025-06-30, JBGlobal.com LLC held 631,175.00 shares of Schwab U.S. Large-Cap Value ETF(SCHV), totaling $17.46 Mil. This investment constitutes 18.15% of their stock portfolio, and JBGlobal.com LLC now holds 0.14% of the outstanding Schwab U.S. Large-Cap Value ETF(SCHV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $26.72 for 49,559.00 shares. Based on historical transaction data and SCHV's current price of $27.99, JBGlobal.com LLC's estimated gain on his SCHV holdings is $610,763.91, reflecting a 3.32% gain to date.
JBGlobal.com LLC SCHV ($27.99) Holding Chart
JBGlobal.com LLC SCHV ($27.99) 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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