FSM Wealth Advisors, LLC SCHF Holdings History
FSM Wealth Advisors, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 712,770.00 shares of Schwab International Equity ETF(SCHF), totaling $14.10 Mil. This investment constitutes 3.17% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0.03% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 11 purchases of SCHF, at an average price of $24.27, for a total of 712,770.00 shares. Based on historical transaction data and SCHF's current price of $22.04, FSM Wealth Advisors, LLC's estimated gain on his SCHF holdings is $-1.59 Mil, reflecting a -9.21% gain to date.
FSM Wealth Advisors, LLC SCHF ($22.04) Holding Chart
FSM Wealth Advisors, LLC SCHF ($22.04) 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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