Number of Shares
203,009.00
Current Holdings Value*
$11.30 Mil
% of Portfolio
6.17%
Total Estimate Gain
$-6.04 Mil
% of Total Estimate Gain
-53.48%

Rainsberger Wealth Advisors, Inc.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2023-12-31, Rainsberger Wealth Advisors, Inc. held 203,009.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.30 Mil. This investment constitutes 6.17% of their stock portfolio, and Rainsberger Wealth Advisors, Inc. now holds 0.05% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2021Q4. And since then Rainsberger Wealth Advisors, Inc. has made 6 purchases of SCHB, at an average price of $54.18, for a total of 208,627.00 shares. In addition, there have been 3 sales at an average price of $49.87 for 5,618.00 shares. Based on historical transaction data and SCHB's current price of $24.52, Rainsberger Wealth Advisors, Inc.'s estimated gain on his SCHB holdings is $-6.04 Mil, reflecting a -53.48% gain to date.

Rainsberger Wealth Advisors, Inc. SCHB ($24.52) Holding Chart

Rainsberger Wealth Advisors, Inc. SCHB ($24.52) 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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