Weinberger Asset Management, Inc SCHB Holdings History
Weinberger Asset Management, Inc's Schwab U.S. Broad Market ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 532,427.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $12.69 Mil. This investment constitutes 4.9% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.04% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 6 purchases of SCHB, at an average price of $18.06, for a total of 606,480.00 shares. In addition, there have been 8 sales at an average price of $19.78 for 74,053.00 shares. Based on historical transaction data and SCHB's current price of $24.23, Weinberger Asset Management, Inc's estimated gain on his SCHB holdings is $3.41 Mil, reflecting a 31.12% gain to date.
Weinberger Asset Management, Inc SCHB ($24.23) Holding Chart
Weinberger Asset Management, Inc SCHB ($24.23) 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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