REBALANCE, LLC SCHB Holdings History
REBALANCE, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, REBALANCE, LLC held 13.16 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $313.58 Mil. This investment constitutes 21.31% of their stock portfolio, and REBALANCE, LLC now holds 0.91% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then REBALANCE, LLC has made 8 purchases of SCHB, at an average price of $28.36, for a total of 13.20 Mil shares. In addition, there have been 2 sales at an average price of $50.29 for 42,587.00 shares. Based on historical transaction data and SCHB's current price of $24.48, REBALANCE, LLC's estimated gain on his SCHB holdings is $-50.09 Mil, reflecting a -13.38% gain to date.
REBALANCE, LLC SCHB ($24.48) Holding Chart
REBALANCE, LLC SCHB ($24.48) 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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