Number of Shares
867,975.00
Current Holdings Value*
$19.18 Mil
% of Portfolio
8.1%
Total Estimate Gain
$-9.05 Mil
% of Total Estimate Gain
-26.37%

ACT WEALTH MANAGEMENT, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 867,975.00 shares of Schwab International Equity ETF(SCHF), totaling $19.18 Mil. This investment constitutes 8.1% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.04% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2020Q4. And since then ACT WEALTH MANAGEMENT, LLC has made 11 purchases of SCHF, at an average price of $32.55, for a total of 1.05 Mil shares. In addition, there have been 6 sales at an average price of $32.91 for 186,570.00 shares. Based on historical transaction data and SCHF's current price of $22.04, ACT WEALTH MANAGEMENT, LLC's estimated gain on his SCHF holdings is $-9.05 Mil, reflecting a -26.37% gain to date.

ACT WEALTH MANAGEMENT, LLC SCHF ($22.04) Holding Chart

ACT WEALTH MANAGEMENT, LLC SCHF ($22.04) 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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