SG Select LLC SCHB Holdings History
Number of Shares
13,836.00
Current Holdings Value*
$316,000.00
% of Portfolio
5.16%
Total Estimate Gain
$73,201.24
% of Total Estimate Gain
28.54%
SG Select LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2014-03-31, SG Select LLC held 13,836.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $316,000.00. This investment constitutes 5.16% of their stock portfolio, and SG Select LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q4. And since then SG Select LLC has made 1 purchases of SCHB, at an average price of $18.54, for a total of 13,836.00 shares. Based on historical transaction data and SCHB's current price of $23.83, SG Select LLC's estimated gain on his SCHB holdings is $73,201.24, reflecting a 28.54% gain to date.
SG Select LLC SCHB ($23.83) Holding Chart
SG Select LLC SCHB ($23.83) 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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