STRATEGIC CAPITAL ADVISERS, INC. SCHB Holdings History
STRATEGIC CAPITAL ADVISERS, INC.'s Schwab U.S. Broad Market ETF Holding Summary
As of 2022-06-30, STRATEGIC CAPITAL ADVISERS, INC. held 140,679.00 shares of Schwab U.S. Broad Market ETF(SCHB), totaling $6.22 Mil. This investment constitutes 5.13% of their stock portfolio, and STRATEGIC CAPITAL ADVISERS, INC. now holds 0.03% of the outstanding Schwab U.S. Broad Market ETF(SCHB) stock.
The initial trade took place in 2018Q2. And since then STRATEGIC CAPITAL ADVISERS, INC. has made 3 purchases of SCHB, at an average price of $31.09, for a total of 225,750.00 shares. In addition, there have been 14 sales at an average price of $39.76 for 85,071.00 shares. Based on historical transaction data and SCHB's current price of $21.21, STRATEGIC CAPITAL ADVISERS, INC.'s estimated gain on his SCHB holdings is $-653,325.50, reflecting a -9.31% gain to date.
STRATEGIC CAPITAL ADVISERS, INC. SCHB ($21.21) Holding Chart
STRATEGIC CAPITAL ADVISERS, INC. SCHB ($21.21) 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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