Members Advisory Group LLC SCHB Holdings History
Members Advisory Group LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2026-06-30, Members Advisory Group LLC held 1.18 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $34.17 Mil. This investment constitutes 9.86% of their stock portfolio, and Members Advisory Group LLC now holds 0.08% 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 9 purchases of SCHB, at an average price of $35.29, for a total of 1.81 Mil shares. In addition, there have been 9 sales at an average price of $29.16 for 633,342.00 shares. Based on historical transaction data and SCHB's current price of $29.47, Members Advisory Group LLC's estimated gain on his SCHB holdings is $-10.75 Mil, reflecting a -16.80% gain to date.
Members Advisory Group LLC SCHB ($29.47) Holding Chart
Members Advisory Group LLC SCHB ($29.47) 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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