AllSquare Wealth Management LLC SCHF Holdings History
AllSquare Wealth Management LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 102,675.00 shares of Schwab International Equity ETF(SCHF), totaling $2.03 Mil. This investment constitutes 1.21% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2018Q2. And since then AllSquare Wealth Management LLC has made 9 purchases of SCHF, at an average price of $24.76, for a total of 120,558.00 shares. In addition, there have been 8 sales at an average price of $22.10 for 17,883.00 shares. Based on historical transaction data and SCHF's current price of $21.94, AllSquare Wealth Management LLC's estimated gain on his SCHF holdings is $-336,588.33, reflecting a -11.28% gain to date.
AllSquare Wealth Management LLC SCHF ($21.94) Holding Chart
AllSquare Wealth Management LLC SCHF ($21.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
