MYECFO, LLC SCHB Holdings History
Number of Shares
2.40 Mil
Current Holdings Value*
$57.17 Mil
% of Portfolio
28.04%
Total Estimate Gain
$-13.44 Mil
% of Total Estimate Gain
-18.29%
MYECFO, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, MYECFO, LLC held 2.40 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $57.17 Mil. This investment constitutes 28.04% of their stock portfolio, and MYECFO, LLC now holds 0.17% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then MYECFO, LLC has made 7 purchases of SCHB, at an average price of $30.20, for a total of 2.43 Mil shares. In addition, there have been 2 sales at an average price of $54.96 for 35,267.00 shares. Based on historical transaction data and SCHB's current price of $24.23, MYECFO, LLC's estimated gain on his SCHB holdings is $-13.44 Mil, reflecting a -18.29% gain to date.
MYECFO, LLC SCHB ($24.23) Holding Chart
MYECFO, LLC 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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