Number of Shares
1.06 Mil
Current Holdings Value*
$25.36 Mil
% of Portfolio
1.76%
Total Estimate Gain
$978,202.84
% of Total Estimate Gain
1.72%

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2025-06-30, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held 1.06 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $25.36 Mil. This investment constitutes 1.76% of their stock portfolio, and PATRIOT INVESTMENT MANAGEMENT GROUP, INC. now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2019Q1. And since then PATRIOT INVESTMENT MANAGEMENT GROUP, INC. has made 10 purchases of SCHB, at an average price of $31.55, for a total of 1.81 Mil shares. In addition, there have been 15 sales at an average price of $43.38 for 741,251.00 shares. Based on historical transaction data and SCHB's current price of $24.23, PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s estimated gain on his SCHB holdings is $978,202.84, reflecting a 1.72% gain to date.

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. SCHB ($24.23) Holding Chart

PATRIOT INVESTMENT MANAGEMENT GROUP, 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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