Number of Shares
86,399.00
Current Holdings Value*
$2.19 Mil
% of Portfolio
4.63%
Total Estimate Gain
$-1.18 Mil
% of Total Estimate Gain
-35.12%

VanderPol Investments L.L.C.'s Schwab Municipal Bond ETF Holding Summary

As of 2025-03-31, VanderPol Investments L.L.C. held 86,399.00 shares of Schwab Municipal Bond ETF(SCMB), totaling $2.19 Mil. This investment constitutes 4.63% of their stock portfolio, and VanderPol Investments L.L.C. now holds 0.11% of the outstanding Schwab Municipal Bond ETF(SCMB) stock.

The initial trade took place in 2024Q1. And since then VanderPol Investments L.L.C. has made 3 purchases of SCMB, at an average price of $38.62, for a total of 87,164.00 shares. In addition, there have been 2 sales at an average price of $51.62 for 765.00 shares. Based on historical transaction data and SCMB's current price of $24.82, VanderPol Investments L.L.C.'s estimated gain on his SCMB holdings is $-1.18 Mil, reflecting a -35.12% gain to date.

VanderPol Investments L.L.C. SCMB ($24.82) Holding Chart

VanderPol Investments L.L.C. SCMB ($24.82) 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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