Number of Shares
1.87 Mil
Current Holdings Value*
$36.90 Mil
% of Portfolio
9.33%
Total Estimate Gain
$-10.31 Mil
% of Total Estimate Gain
-12.71%

FINANCIAL CONSULATE, INC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, FINANCIAL CONSULATE, INC held 1.87 Mil shares of Schwab International Equity ETF(SCHF), totaling $36.90 Mil. This investment constitutes 9.33% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.09% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2014Q4. And since then FINANCIAL CONSULATE, INC has made 23 purchases of SCHF, at an average price of $26.07, for a total of 3.11 Mil shares. In addition, there have been 8 sales at an average price of $23.63 for 1.25 Mil shares. Based on historical transaction data and SCHF's current price of $22.18, FINANCIAL CONSULATE, INC's estimated gain on his SCHF holdings is $-10.31 Mil, reflecting a -12.71% gain to date.

FINANCIAL CONSULATE, INC SCHF ($22.18) Holding Chart

FINANCIAL CONSULATE, INC SCHF ($22.18) 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 %

Top Ranked Articles

  • 1