Number of Shares
533,081.00
Current Holdings Value*
$14.70 Mil
% of Portfolio
3.96%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
12.49%

Alliance Wealth Management Group's Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, Alliance Wealth Management Group held 533,081.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $14.70 Mil. This investment constitutes 3.96% of their stock portfolio, and Alliance Wealth Management Group now holds 0.16% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2018Q2. And since then Alliance Wealth Management Group has made 20 purchases of SCHE, at an average price of $26.97, for a total of 589,290.00 shares. In addition, there have been 7 sales at an average price of $26.48 for 56,209.00 shares. Based on historical transaction data and SCHE's current price of $30.75, Alliance Wealth Management Group's estimated gain on his SCHE holdings is $1.99 Mil, reflecting a 12.49% gain to date.

Alliance Wealth Management Group SCHE ($30.75) Holding Chart

Alliance Wealth Management Group SCHE ($30.75) 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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