Watermark Asset Management, Inc. SCHB Holdings History
Watermark Asset Management, Inc.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2018-12-31, Watermark Asset Management, Inc. held 382,362.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $11.46 Mil. This investment constitutes 5.46% of their stock portfolio, and Watermark Asset Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then Watermark Asset Management, Inc. has made 2 purchases of SCHB, at an average price of $30.44, for a total of 387,570.00 shares. In addition, there have been 1 sales at an average price of $30.35 for 5,208.00 shares. Based on historical transaction data and SCHB's current price of $24.41, Watermark Asset Management, Inc.'s estimated gain on his SCHB holdings is $-2.31 Mil, reflecting a -19.56% gain to date.
Watermark Asset Management, Inc. SCHB ($24.41) Holding Chart
Watermark Asset Management, Inc. SCHB ($24.41) 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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