Boyd Wealth Management, LLC SCHE Holdings History
Boyd Wealth Management, LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, Boyd Wealth Management, LLC held 222,524.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $6.71 Mil. This investment constitutes 2.9% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.07% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 6 purchases of SCHE, at an average price of $26.69, for a total of 1.18 Mil shares. In addition, there have been 7 sales at an average price of $26.01 for 953,681.00 shares. Based on historical transaction data and SCHE's current price of $30.98, Boyd Wealth Management, LLC's estimated gain on his SCHE holdings is $300,268.00, reflecting a 0.96% gain to date.
Boyd Wealth Management, LLC SCHE ($30.98) Holding Chart
Boyd Wealth Management, LLC SCHE ($30.98) 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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