Intergy Private Wealth, LLC SCHF Holdings History
Intergy Private Wealth, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 588,208.00 shares of Schwab International Equity ETF(SCHF), totaling $11.63 Mil. This investment constitutes 4.42% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.03% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2021Q4. And since then Intergy Private Wealth, LLC has made 12 purchases of SCHF, at an average price of $27.41, for a total of 599,319.00 shares. In addition, there have been 1 sales at an average price of $37.17 for 11,111.00 shares. Based on historical transaction data and SCHF's current price of $21.94, Intergy Private Wealth, LLC's estimated gain on his SCHF holdings is $-3.11 Mil, reflecting a -18.92% gain to date.
Intergy Private Wealth, LLC SCHF ($21.94) Holding Chart
Intergy Private Wealth, LLC SCHF ($21.94) 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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