Sunpointe, LLC SCHB Holdings History
Sunpointe, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, Sunpointe, LLC held 31,622.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $680,830.00. This investment constitutes 0.36% of their stock portfolio, and Sunpointe, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2024Q2. And since then Sunpointe, LLC has made 2 purchases of SCHB, at an average price of $58.08, for a total of 444,937.00 shares. In addition, there have been 1 sales at an average price of $64.05 for 413,315.00 shares. Based on historical transaction data and SCHB's current price of $24.10, Sunpointe, LLC's estimated gain on his SCHB holdings is $1.39 Mil, reflecting a 5.40% gain to date.
Sunpointe, LLC SCHB ($24.10) Holding Chart
Sunpointe, LLC SCHB ($24.10) 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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