Socha Financial Group, LLC SCHB Holdings History
Socha Financial Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Socha Financial Group, LLC held 3.20 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $68.96 Mil. This investment constitutes 33.7% of their stock portfolio, and Socha Financial Group, LLC now holds 0.22% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Socha Financial Group, LLC has made 10 purchases of SCHB, at an average price of $31.71, for a total of 3.22 Mil shares. In addition, there have been 3 sales at an average price of $50.22 for 14,661.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Socha Financial Group, LLC's estimated gain on his SCHB holdings is $-23.69 Mil, reflecting a -23.22% gain to date.
Socha Financial Group, LLC SCHB ($24.23) Holding Chart
Socha Financial Group, LLC 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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