NORTH STAR ASSET MANAGEMENT INC SCHB Holdings History
NORTH STAR ASSET MANAGEMENT INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, NORTH STAR ASSET MANAGEMENT INC held 2.91 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $62.64 Mil. This investment constitutes 2.97% of their stock portfolio, and NORTH STAR ASSET MANAGEMENT INC now holds 0.2% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q1. And since then NORTH STAR ASSET MANAGEMENT INC has made 29 purchases of SCHB, at an average price of $24.57, for a total of 3.30 Mil shares. In addition, there have been 8 sales at an average price of $33.62 for 390,822.00 shares. Based on historical transaction data and SCHB's current price of $24.23, NORTH STAR ASSET MANAGEMENT INC's estimated gain on his SCHB holdings is $2.54 Mil, reflecting a 3.14% gain to date.
NORTH STAR ASSET MANAGEMENT INC SCHB ($24.23) Holding Chart
NORTH STAR ASSET MANAGEMENT INC 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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