Sunburst Financial Group, LLC SCHB Holdings History
Sunburst Financial Group, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Sunburst Financial Group, LLC held 2.00 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $43.01 Mil. This investment constitutes 10.56% of their stock portfolio, and Sunburst Financial Group, LLC now holds 0.14% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q4. And since then Sunburst Financial Group, LLC has made 18 purchases of SCHB, at an average price of $27.72, for a total of 2.05 Mil shares. In addition, there have been 3 sales at an average price of $53.52 for 53,283.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Sunburst Financial Group, LLC's estimated gain on his SCHB holdings is $-5.60 Mil, reflecting a -9.85% gain to date.
Sunburst Financial Group, LLC SCHB ($24.23) Holding Chart
Sunburst 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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