VALICENTI ADVISORY SERVICES INC SCHB Holdings History
VALICENTI ADVISORY SERVICES INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, VALICENTI ADVISORY SERVICES INC held 595,867.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $14.20 Mil. This investment constitutes 3.32% of their stock portfolio, and VALICENTI ADVISORY SERVICES INC 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 VALICENTI ADVISORY SERVICES INC has made 8 purchases of SCHB, at an average price of $32.06, for a total of 637,123.00 shares. In addition, there have been 7 sales at an average price of $50.33 for 41,256.00 shares. Based on historical transaction data and SCHB's current price of $24.26, VALICENTI ADVISORY SERVICES INC's estimated gain on his SCHB holdings is $-3.90 Mil, reflecting a -19.07% gain to date.
VALICENTI ADVISORY SERVICES INC SCHB ($24.26) Holding Chart
VALICENTI ADVISORY SERVICES INC SCHB ($24.26) 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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