Number of Shares
285,730.00
Current Holdings Value*
$6.31 Mil
% of Portfolio
1.36%
Total Estimate Gain
$103,007.76
% of Total Estimate Gain
1.47%

AA Financial Advisors, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, AA Financial Advisors, LLC held 285,730.00 shares of Schwab International Equity ETF(SCHF), totaling $6.31 Mil. This investment constitutes 1.36% of their stock portfolio, and AA Financial Advisors, LLC now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2023Q4. And since then AA Financial Advisors, LLC has made 2 purchases of SCHF, at an average price of $21.57, for a total of 324,384.00 shares. In addition, there have been 1 sales at an average price of $19.62 for 38,654.00 shares. Based on historical transaction data and SCHF's current price of $22.19, AA Financial Advisors, LLC's estimated gain on his SCHF holdings is $103,007.76, reflecting a 1.47% gain to date.

AA Financial Advisors, LLC SCHF ($22.19) Holding Chart

AA Financial Advisors, LLC SCHF ($22.19) 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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