Pullen Investment Management, LLC SCHB Holdings History
Pullen Investment Management, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Pullen Investment Management, LLC held 229,949.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $4.95 Mil. This investment constitutes 3.13% of their stock portfolio, and Pullen Investment Management, LLC now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q1. And since then Pullen Investment Management, LLC has made 1 purchases of SCHB, at an average price of $33.75, for a total of 232,373.00 shares. In addition, there have been 2 sales at an average price of $43.96 for 2,424.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Pullen Investment Management, LLC's estimated gain on his SCHB holdings is $-2.15 Mil, reflecting a -27.45% gain to date.
Pullen Investment Management, LLC SCHB ($24.28) Holding Chart
Pullen Investment Management, LLC SCHB ($24.28) 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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