Spinnaker Investment Group, LLC SCHB Holdings History
Spinnaker Investment Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 519,324.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $12.38 Mil. This investment constitutes 2.91% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 3 purchases of SCHB, at an average price of $37.89, for a total of 789,944.00 shares. In addition, there have been 11 sales at an average price of $41.21 for 270,620.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Spinnaker Investment Group, LLC's estimated gain on his SCHB holdings is $-6.19 Mil, reflecting a -20.69% gain to date.
Spinnaker Investment Group, LLC SCHB ($24.23) Holding Chart
Spinnaker Investment 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
