SYM FINANCIAL Corp SCHB Holdings History

Number of Shares
1.00 Mil
Current Holdings Value*
$21.58 Mil
% of Portfolio
2.66%
Total Estimate Gain
$12.63 Mil
% of Total Estimate Gain
29.09%

SYM FINANCIAL Corp's Schwab U.S. Broad Market ETF Holding Summary

As of 2025-03-31, SYM FINANCIAL Corp held 1.00 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $21.58 Mil. This investment constitutes 2.66% of their stock portfolio, and SYM FINANCIAL Corp now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.

The initial trade took place in 2018Q2. And since then SYM FINANCIAL Corp has made 8 purchases of SCHB, at an average price of $26.67, for a total of 1.63 Mil shares. In addition, there have been 10 sales at an average price of $50.92 for 625,388.00 shares. Based on historical transaction data and SCHB's current price of $24.14, SYM FINANCIAL Corp's estimated gain on his SCHB holdings is $12.63 Mil, reflecting a 29.09% gain to date.

SYM FINANCIAL Corp SCHB ($24.14) Holding Chart

SYM FINANCIAL Corp SCHB ($24.14) 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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