Joseph P. Lucia & Associates, LLC SCHB Holdings History
Joseph P. Lucia & Associates, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Joseph P. Lucia & Associates, LLC held 345,692.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $7.44 Mil. This investment constitutes 3.4% of their stock portfolio, and Joseph P. Lucia & Associates, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q1. And since then Joseph P. Lucia & Associates, LLC has made 14 purchases of SCHB, at an average price of $30.64, for a total of 2.46 Mil shares. In addition, there have been 10 sales at an average price of $32.80 for 2.11 Mil shares. Based on historical transaction data and SCHB's current price of $24.46, Joseph P. Lucia & Associates, LLC's estimated gain on his SCHB holdings is $2.43 Mil, reflecting a 3.23% gain to date.
Joseph P. Lucia & Associates, LLC SCHB ($24.46) Holding Chart
Joseph P. Lucia & Associates, LLC SCHB ($24.46) 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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