Seed Wealth Management, Inc. SCHB Holdings History
Seed Wealth Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Seed Wealth Management, Inc. held 226,583.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $5.40 Mil. This investment constitutes 4.02% of their stock portfolio, and Seed Wealth Management, Inc. now holds 0.02% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2022Q4. And since then Seed Wealth Management, Inc. has made 3 purchases of SCHB, at an average price of $29.12, for a total of 229,842.00 shares. In addition, there have been 4 sales at an average price of $51.70 for 3,259.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Seed Wealth Management, Inc.'s estimated gain on his SCHB holdings is $-1.03 Mil, reflecting a -15.45% gain to date.
Seed Wealth Management, Inc. SCHB ($24.23) Holding Chart
Seed 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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