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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