Seaside Wealth Management, Inc. SCHB Holdings History
Seaside Wealth Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Seaside Wealth Management, Inc. held 243,239.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $5.80 Mil. This investment constitutes 1.84% of their stock portfolio, and Seaside Wealth Management, Inc. now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q2. And since then Seaside Wealth Management, Inc. has made 7 purchases of SCHB, at an average price of $29.61, for a total of 265,625.00 shares. In addition, there have been 5 sales at an average price of $47.88 for 22,386.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Seaside Wealth Management, Inc.'s estimated gain on his SCHB holdings is $-899,332.64, reflecting a -11.43% gain to date.
Seaside Wealth Management, Inc. SCHB ($24.23) Holding Chart
Seaside Wealth Management, Inc. SCHB ($24.23) 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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