Number of Shares
743,141.00
Current Holdings Value*
$16.42 Mil
% of Portfolio
7.11%
Total Estimate Gain
$-4.54 Mil
% of Total Estimate Gain
-9.30%

Boyd Wealth Management, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, Boyd Wealth Management, LLC held 743,141.00 shares of Schwab International Equity ETF(SCHF), totaling $16.42 Mil. This investment constitutes 7.11% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.03% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 9 purchases of SCHF, at an average price of $27.80, for a total of 1.75 Mil shares. In addition, there have been 4 sales at an average price of $27.51 for 1.01 Mil shares. Based on historical transaction data and SCHF's current price of $22.09, Boyd Wealth Management, LLC's estimated gain on his SCHF holdings is $-4.54 Mil, reflecting a -9.30% gain to date.

Boyd Wealth Management, LLC SCHF ($22.09) Holding Chart

Boyd Wealth Management, LLC 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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