WFA Of San Diego, LLC SCHB Holdings History
WFA of San Diego, LLC's Schwab U.S. Broad Market ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 96,780.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $2.15 Mil. This investment constitutes 1.81% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 2 purchases of SCHB, at an average price of $28.94, for a total of 171,350.00 shares. In addition, there have been 13 sales at an average price of $49.01 for 74,570.00 shares. Based on historical transaction data and SCHB's current price of $24.09, WFA of San Diego, LLC's estimated gain on his SCHB holdings is $1.03 Mil, reflecting a 20.71% gain to date.
WFA of San Diego, LLC SCHB ($24.09) Holding Chart
WFA of San Diego, LLC SCHB ($24.09) 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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