Number of Shares
227,986.00
Current Holdings Value*
$4.69 Mil
% of Portfolio
1.66%
Total Estimate Gain
$-925,263.40
% of Total Estimate Gain
-14.93%

Carmichael Hill & Associates, Inc.'s Schwab International Equity ETF Holding Summary

As of 2024-09-30, Carmichael Hill & Associates, Inc. held 227,986.00 shares of Schwab International Equity ETF(SCHF), totaling $4.69 Mil. This investment constitutes 1.66% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 23 purchases of SCHF, at an average price of $26.53, for a total of 233,484.00 shares. In addition, there have been 3 sales at an average price of $29.90 for 5,498.00 shares. Based on historical transaction data and SCHF's current price of $22.40, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHF holdings is $-925,263.40, reflecting a -14.93% gain to date.

Carmichael Hill & Associates, Inc. SCHF ($22.40) Holding Chart

Carmichael Hill & Associates, Inc. SCHF ($22.40) 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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