Retirement Planning Group, LLC SCHB Holdings History
Retirement Planning Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Retirement Planning Group, LLC held 1.78 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $38.28 Mil. This investment constitutes 1.8% of their stock portfolio, and Retirement Planning Group, LLC now holds 0.12% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q2. And since then Retirement Planning Group, LLC has made 13 purchases of SCHB, at an average price of $23.65, for a total of 7.31 Mil shares. In addition, there have been 20 sales at an average price of $28.23 for 5.54 Mil shares. Based on historical transaction data and SCHB's current price of $23.97, Retirement Planning Group, LLC's estimated gain on his SCHB holdings is $25.93 Mil, reflecting a 14.99% gain to date.
Retirement Planning Group, LLC SCHB ($23.97) Holding Chart
Retirement Planning Group, LLC SCHB ($23.97) 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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