Carter Financial Group, INC. SCHC Holdings History
Number of Shares
33,036.00
Current Holdings Value*
$1.25 Mil
% of Portfolio
1.68%
Total Estimate Gain
$149,322.72
% of Total Estimate Gain
11.81%
Carter Financial Group, INC.'s Schwab International Small-Cap Equity ETF Holding Summary
As of 2022-03-31, Carter Financial Group, INC. held 33,036.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $1.25 Mil. This investment constitutes 1.68% of their stock portfolio, and Carter Financial Group, INC. now holds 0.03% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2022Q1. Based on historical transaction data and SCHC's current price of $42.79, Carter Financial Group, INC.'s estimated gain on his SCHC holdings is $149,322.72, reflecting a 11.81% gain to date.
Carter Financial Group, INC. SCHC ($42.79) Holding Chart
Carter Financial Group, INC. SCHC ($42.79) 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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