TrinityPoint Wealth, LLC SCHB Holdings History
TrinityPoint Wealth, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 799,605.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $18.15 Mil. This investment constitutes 2.55% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0.06% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2019Q3. And since then TrinityPoint Wealth, LLC has made 15 purchases of SCHB, at an average price of $26.51, for a total of 869,601.00 shares. In addition, there have been 7 sales at an average price of $35.12 for 69,996.00 shares. Based on historical transaction data and SCHB's current price of $24.23, TrinityPoint Wealth, LLC's estimated gain on his SCHB holdings is $-1.22 Mil, reflecting a -5.30% gain to date.
TrinityPoint Wealth, LLC SCHB ($24.23) Holding Chart
TrinityPoint Wealth, 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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