REBALANCE, LLC SCHB Holdings History

Number of Shares
13.16 Mil
Current Holdings Value*
$313.58 Mil
% of Portfolio
21.31%
Total Estimate Gain
$-50.41 Mil
% of Total Estimate Gain
-13.47%

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 $24.46, REBALANCE, LLC's estimated gain on his SCHB holdings is $-50.41 Mil, reflecting a -13.47% gain to date.

REBALANCE, LLC SCHB ($24.46) Holding Chart

REBALANCE, LLC SCHB ($24.46) 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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