SRH ADVISORS, LLC SCHB Holdings History
SRH ADVISORS, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, SRH ADVISORS, LLC held 387,784.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $8.35 Mil. This investment constitutes 2.58% of their stock portfolio, and SRH ADVISORS, LLC now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q4. And since then SRH ADVISORS, LLC has made 29 purchases of SCHB, at an average price of $28.48, for a total of 413,308.00 shares. In addition, there have been 3 sales at an average price of $45.30 for 25,524.00 shares. Based on historical transaction data and SCHB's current price of $24.07, SRH ADVISORS, LLC's estimated gain on his SCHB holdings is $-1.28 Mil, reflecting a -10.89% gain to date.
SRH ADVISORS, LLC SCHB ($24.07) Holding Chart
SRH ADVISORS, 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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