Kestra Advisory Services, LLC SCHB Holdings History
Kestra Advisory Services, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Kestra Advisory Services, LLC held 2.01 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $47.42 Mil. This investment constitutes 0.23% of their stock portfolio, and Kestra Advisory Services, LLC now holds 0.14% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2020Q3. And since then Kestra Advisory Services, LLC has made 8 purchases of SCHB, at an average price of $25.98, for a total of 2.53 Mil shares. In addition, there have been 9 sales at an average price of $29.87 for 525,233.00 shares. Based on historical transaction data and SCHB's current price of $24.46, Kestra Advisory Services, LLC's estimated gain on his SCHB holdings is $-1.01 Mil, reflecting a -1.54% gain to date.
Kestra Advisory Services, LLC SCHB ($24.46) Holding Chart
Kestra Advisory Services, 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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