Number of Shares
177,646.00
Current Holdings Value*
$3.51 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-262,113.16
% of Total Estimate Gain
-3.75%

Avalon Advisory Group's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Avalon Advisory Group held 177,646.00 shares of Schwab International Equity ETF(SCHF), totaling $3.51 Mil. This investment constitutes 1.66% of their stock portfolio, and Avalon Advisory Group now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2020Q1. And since then Avalon Advisory Group has made 5 purchases of SCHF, at an average price of $26.75, for a total of 261,597.00 shares. In addition, there have been 12 sales at an average price of $33.49 for 83,951.00 shares. Based on historical transaction data and SCHF's current price of $22.09, Avalon Advisory Group's estimated gain on his SCHF holdings is $-262,113.16, reflecting a -3.75% gain to date.

Avalon Advisory Group SCHF ($22.09) Holding Chart

Avalon Advisory Group SCHF ($22.09) 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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