WBH ADVISORY INC SCHB Holdings History
WBH ADVISORY INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-03-31, WBH ADVISORY INC held 2.13 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $45.75 Mil. This investment constitutes 4.27% of their stock portfolio, and WBH ADVISORY INC now holds 0.15% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2013Q4. And since then WBH ADVISORY INC has made 31 purchases of SCHB, at an average price of $26.75, for a total of 2.18 Mil shares. In addition, there have been 4 sales at an average price of $47.27 for 50,200.00 shares. Based on historical transaction data and SCHB's current price of $23.96, WBH ADVISORY INC's estimated gain on his SCHB holdings is $-4.91 Mil, reflecting a -8.43% gain to date.
WBH ADVISORY INC SCHB ($23.96) Holding Chart
WBH ADVISORY INC SCHB ($23.96) 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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