Number of Shares
153,990.00
Current Holdings Value*
$3.32 Mil
% of Portfolio
1.5%
Total Estimate Gain
$2.63 Mil
% of Total Estimate Gain
18.80%

SPRENG CAPITAL MANAGEMENT, INC.'s Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, SPRENG CAPITAL MANAGEMENT, INC. held 153,990.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $3.32 Mil. This investment constitutes 1.5% of their stock portfolio, and SPRENG CAPITAL MANAGEMENT, INC. now holds 0.01% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2019Q4. And since then SPRENG CAPITAL MANAGEMENT, INC. has made 7 purchases of SCHB, at an average price of $33.66, for a total of 415,444.00 shares. In addition, there have been 14 sales at an average price of $49.76 for 261,454.00 shares. Based on historical transaction data and SCHB's current price of $23.39, SPRENG CAPITAL MANAGEMENT, INC.'s estimated gain on his SCHB holdings is $2.63 Mil, reflecting a 18.80% gain to date.

SPRENG CAPITAL MANAGEMENT, INC. SCHB ($23.39) Holding Chart

SPRENG CAPITAL MANAGEMENT, INC. SCHB ($23.39) 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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