Number of Shares
1.86 Mil
Current Holdings Value*
$40.01 Mil
% of Portfolio
4.08%
Total Estimate Gain
$-1.91 Mil
% of Total Estimate Gain
-2.73%

SNS Financial Group, LLC's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, SNS Financial Group, LLC held 1.86 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $40.01 Mil. This investment constitutes 4.08% of their stock portfolio, and SNS Financial Group, LLC now holds 0.13% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2018Q2. And since then SNS Financial Group, LLC has made 16 purchases of SCHB, at an average price of $27.47, for a total of 2.54 Mil shares. In addition, there have been 12 sales at an average price of $34.17 for 685,884.00 shares. Based on historical transaction data and SCHB's current price of $23.97, SNS Financial Group, LLC's estimated gain on his SCHB holdings is $-1.91 Mil, reflecting a -2.73% gain to date.

SNS Financial Group, LLC SCHB ($23.97) Holding Chart

SNS Financial 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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