WEALTHFRONT INC SCHB Holdings History
WEALTHFRONT INC's Schwab U.S. Broad Market ETF Holding Summary
As of 2018-09-30, WEALTHFRONT INC held 17.53 Mil shares of Schwab U.S. Broad Market ETF(SCHB), totaling $616.80 Mil. This investment constitutes 5.96% of their stock portfolio, and WEALTHFRONT INC now holds 2.05% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2014Q1. And since then WEALTHFRONT INC has made 5 purchases of SCHB, at an average price of $27.86, for a total of 18.66 Mil shares. In addition, there have been 3 sales at an average price of $26.12 for 1.13 Mil shares. Based on historical transaction data and SCHB's current price of $24.14, WEALTHFRONT INC's estimated gain on his SCHB holdings is $-67.25 Mil, reflecting a -12.94% gain to date.
WEALTHFRONT INC SCHB ($24.14) Holding Chart
WEALTHFRONT INC SCHB ($24.14) 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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