RHS Financial, LLC SCHB Holdings History

Number of Shares
361,481.00
Current Holdings Value*
$7.78 Mil
% of Portfolio
4.37%
Total Estimate Gain
$-1.91 Mil
% of Total Estimate Gain
-13.28%

RHS Financial, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, RHS Financial, LLC held 361,481.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $7.78 Mil. This investment constitutes 4.37% of their stock portfolio, and RHS Financial, LLC now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2018Q4. And since then RHS Financial, LLC has made 12 purchases of SCHB, at an average price of $30.17, for a total of 476,279.00 shares. In addition, there have been 13 sales at an average price of $34.59 for 114,798.00 shares. Based on historical transaction data and SCHB's current price of $23.48, RHS Financial, LLC's estimated gain on his SCHB holdings is $-1.91 Mil, reflecting a -13.28% gain to date.

RHS Financial, LLC SCHB ($23.48) Holding Chart

RHS Financial, LLC SCHB ($23.48) 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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