Number of Shares
1.19 Mil
Current Holdings Value*
$23.62 Mil
% of Portfolio
8.92%
Total Estimate Gain
$-7.75 Mil
% of Total Estimate Gain
-18.16%

Benchmark Financial Wealth Advisors, LLC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 1.19 Mil shares of Schwab International Equity ETF(SCHF), totaling $23.62 Mil. This investment constitutes 8.92% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.05% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2021Q4. And since then Benchmark Financial Wealth Advisors, LLC has made 11 purchases of SCHF, at an average price of $26.77, for a total of 1.59 Mil shares. In addition, there have been 3 sales at an average price of $21.80 for 400,867.00 shares. Based on historical transaction data and SCHF's current price of $21.94, Benchmark Financial Wealth Advisors, LLC's estimated gain on his SCHF holdings is $-7.75 Mil, reflecting a -18.16% gain to date.

Benchmark Financial Wealth Advisors, LLC SCHF ($21.94) Holding Chart

Benchmark Financial Wealth Advisors, 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 %

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