Opes Advisors Inc SCHB Holdings History
Opes Advisors Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 210,504.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $6.31 Mil. This investment constitutes 6.94% of their stock portfolio, and Opes Advisors Inc now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of SCHB, at an average price of $30.53, for a total of 210,504.00 shares. Based on historical transaction data and SCHB's current price of $24.14, Opes Advisors Inc's estimated gain on his SCHB holdings is $-1.34 Mil, reflecting a -20.92% gain to date.
Opes Advisors Inc SCHB ($24.14) Holding Chart
Opes Advisors Inc SCHB ($24.14) 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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