Number of Shares
478,404.00
Current Holdings Value*
$9.46 Mil
% of Portfolio
3.09%
Total Estimate Gain
$-2.38 Mil
% of Total Estimate Gain
-13.74%

Gradient Capital Advisors, LLC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, Gradient Capital Advisors, LLC held 478,404.00 shares of Schwab International Equity ETF(SCHF), totaling $9.46 Mil. This investment constitutes 3.09% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 9 purchases of SCHF, at an average price of $28.14, for a total of 614,701.00 shares. In addition, there have been 19 sales at an average price of $32.58 for 136,297.00 shares. Based on historical transaction data and SCHF's current price of $21.91, Gradient Capital Advisors, LLC's estimated gain on his SCHF holdings is $-2.38 Mil, reflecting a -13.74% gain to date.

Gradient Capital Advisors, LLC SCHF ($21.91) Holding Chart

Gradient Capital Advisors, LLC SCHF ($21.91) 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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