Number of Shares
329,128.00
Current Holdings Value*
$12.09 Mil
% of Portfolio
6.85%
Total Estimate Gain
$-3.22 Mil
% of Total Estimate Gain
-27.41%

Adams Chetwood Wealth Management LLC's Schwab International Equity ETF Holding Summary

As of 2022-03-31, Adams Chetwood Wealth Management LLC held 329,128.00 shares of Schwab International Equity ETF(SCHF), totaling $12.09 Mil. This investment constitutes 6.85% of their stock portfolio, and Adams Chetwood Wealth Management LLC now holds 0.04% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2019Q4. And since then Adams Chetwood Wealth Management LLC has made 6 purchases of SCHF, at an average price of $32.99, for a total of 356,304.00 shares. In addition, there have been 3 sales at an average price of $39.17 for 27,176.00 shares. Based on historical transaction data and SCHF's current price of $22.69, Adams Chetwood Wealth Management LLC's estimated gain on his SCHF holdings is $-3.22 Mil, reflecting a -27.41% gain to date.

Adams Chetwood Wealth Management LLC SCHF ($22.69) Holding Chart

Adams Chetwood Wealth Management LLC SCHF ($22.69) 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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