Curtis Advisory Group, LLC SCHE Holdings History
Curtis Advisory Group, LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 75,570.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $2.08 Mil. This investment constitutes 0.61% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.02% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2020Q2. And since then Curtis Advisory Group, LLC has made 12 purchases of SCHE, at an average price of $25.77, for a total of 110,566.00 shares. In addition, there have been 8 sales at an average price of $24.34 for 34,996.00 shares. Based on historical transaction data and SCHE's current price of $30.81, Curtis Advisory Group, LLC's estimated gain on his SCHE holdings is $331,189.13, reflecting a 11.62% gain to date.
Curtis Advisory Group, LLC SCHE ($30.81) Holding Chart
Curtis Advisory Group, LLC SCHE ($30.81) 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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