Regis Management CO LLC SCHB Holdings History
Regis Management CO LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-06-30, Regis Management CO LLC held 158,967.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $9.99 Mil. This investment constitutes 3.01% of their stock portfolio, and Regis Management CO LLC now holds -% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2015Q3. And since then Regis Management CO LLC has made 13 purchases of SCHB, at an average price of $29.36, for a total of 514,872.00 shares. In addition, there have been 12 sales at an average price of $36.28 for 355,905.00 shares. Based on historical transaction data and SCHB's current price of $23.71, Regis Management CO LLC's estimated gain on his SCHB holdings is $1.56 Mil, reflecting a 10.35% gain to date.
Regis Management CO LLC SCHB ($23.71) Holding Chart
Regis Management CO LLC SCHB ($23.71) 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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