Strategic Financial Planning, Inc. SCHB Holdings History
Strategic Financial Planning, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 950,892.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $20.47 Mil. This investment constitutes 14.12% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.07% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 10 purchases of SCHB, at an average price of $29.18, for a total of 1.19 Mil shares. In addition, there have been 11 sales at an average price of $42.85 for 238,811.00 shares. Based on historical transaction data and SCHB's current price of $24.28, Strategic Financial Planning, Inc.'s estimated gain on his SCHB holdings is $-1.40 Mil, reflecting a -4.03% gain to date.
Strategic Financial Planning, Inc. SCHB ($24.28) Holding Chart
Strategic Financial Planning, Inc. SCHB ($24.28) 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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