HAMEL ASSOCIATES, INC. SCHY Holdings History
Number of Shares
154,225.00
Current Holdings Value*
$3.91 Mil
% of Portfolio
1.33%
Total Estimate Gain
$536,964.92
% of Total Estimate Gain
14.32%
HAMEL ASSOCIATES, INC.'s Schwab International Dividend Equity ETF Holding Summary
As of 2025-03-31, HAMEL ASSOCIATES, INC. held 154,225.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $3.91 Mil. This investment constitutes 1.33% of their stock portfolio, and HAMEL ASSOCIATES, INC. now holds 0.4% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2023Q3. And since then HAMEL ASSOCIATES, INC. has made 4 purchases of SCHY, at an average price of $24.32, for a total of 154,225.00 shares. Based on historical transaction data and SCHY's current price of $27.80, HAMEL ASSOCIATES, INC.'s estimated gain on his SCHY holdings is $536,964.92, reflecting a 14.32% gain to date.
HAMEL ASSOCIATES, INC. SCHY ($27.80) Holding Chart
HAMEL ASSOCIATES, INC. SCHY ($27.80) 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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