Carlsbad Wealth Advisory Group, Inc. SCHF Holdings History
Number of Shares
137,241.00
Current Holdings Value*
$4.89 Mil
% of Portfolio
3.15%
Total Estimate Gain
$-1.74 Mil
% of Total Estimate Gain
-35.98%
Carlsbad Wealth Advisory Group, Inc.'s Schwab International Equity ETF Holding Summary
As of 2023-06-30, Carlsbad Wealth Advisory Group, Inc. held 137,241.00 shares of Schwab International Equity ETF(SCHF), totaling $4.89 Mil. This investment constitutes 3.15% of their stock portfolio, and Carlsbad Wealth Advisory Group, Inc. now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2023Q2. Based on historical transaction data and SCHF's current price of $22.51, Carlsbad Wealth Advisory Group, Inc.'s estimated gain on his SCHF holdings is $-1.74 Mil, reflecting a -35.98% gain to date.
Carlsbad Wealth Advisory Group, Inc. SCHF ($22.51) Holding Chart
Carlsbad Wealth Advisory Group, Inc. SCHF ($22.51) 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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