Members Advisory Group LLC SCHB Holdings History
Members Advisory Group LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Members Advisory Group LLC held 1.68 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $36.09 Mil. This investment constitutes 15.08% of their stock portfolio, and Members Advisory Group LLC now holds 0.12% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Members Advisory Group LLC has made 8 purchases of SCHB, at an average price of $36.02, for a total of 1.72 Mil shares. In addition, there have been 5 sales at an average price of $54.15 for 42,955.00 shares. Based on historical transaction data and SCHB's current price of $23.22, Members Advisory Group LLC's estimated gain on his SCHB holdings is $-20.67 Mil, reflecting a -33.38% gain to date.
Members Advisory Group LLC SCHB ($23.22) Holding Chart
Members Advisory Group LLC SCHB ($23.22) 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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