SHEETS SMITH WEALTH MANAGEMENT SCHB Holdings History
SHEETS SMITH WEALTH MANAGEMENT's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 302,190.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $7.20 Mil. This investment constitutes 0.84% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q3. And since then SHEETS SMITH WEALTH MANAGEMENT has made 18 purchases of SCHB, at an average price of $27.69, for a total of 858,917.00 shares. In addition, there have been 30 sales at an average price of $31.36 for 556,727.00 shares. Based on historical transaction data and SCHB's current price of $24.09, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his SCHB holdings is $958,640.17, reflecting a 4.03% gain to date.
SHEETS SMITH WEALTH MANAGEMENT SCHB ($24.09) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT SCHB ($24.09) 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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