HBK Sorce Advisory LLC SCHE Holdings History
HBK Sorce Advisory LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, HBK Sorce Advisory LLC held 1.13 Mil shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $31.29 Mil. This investment constitutes 0.92% of their stock portfolio, and HBK Sorce Advisory LLC now holds 0.33% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2015Q4. And since then HBK Sorce Advisory LLC has made 17 purchases of SCHE, at an average price of $24.59, for a total of 2.14 Mil shares. In addition, there have been 12 sales at an average price of $25.06 for 1.00 Mil shares. Based on historical transaction data and SCHE's current price of $30.75, HBK Sorce Advisory LLC's estimated gain on his SCHE holdings is $7.46 Mil, reflecting a 14.17% gain to date.
HBK Sorce Advisory LLC SCHE ($30.75) Holding Chart
HBK Sorce Advisory LLC SCHE ($30.75) 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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