Roundview Capital LLC SCHB Holdings History
Roundview Capital LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Roundview Capital LLC held 1.68 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $36.25 Mil. This investment constitutes 2.62% of their stock portfolio, and Roundview Capital LLC now holds 0.12% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q1. And since then Roundview Capital LLC has made 33 purchases of SCHB, at an average price of $27.62, for a total of 1.71 Mil shares. In addition, there have been 3 sales at an average price of $38.21 for 23,041.00 shares. Based on historical transaction data and SCHB's current price of $24.07, Roundview Capital LLC's estimated gain on his SCHB holdings is $-5.73 Mil, reflecting a -12.16% gain to date.
Roundview Capital LLC SCHB ($24.07) Holding Chart
Roundview Capital LLC SCHB ($24.07) 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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