JFG Wealth Management, LLC SCHC Holdings History
JFG Wealth Management, LLC's Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 413,087.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $14.82 Mil. This investment constitutes 3.37% of their stock portfolio, and JFG Wealth Management, LLC now holds 0.38% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2020Q2. And since then JFG Wealth Management, LLC has made 14 purchases of SCHC, at an average price of $33.72, for a total of 664,242.00 shares. In addition, there have been 6 sales at an average price of $32.51 for 251,155.00 shares. Based on historical transaction data and SCHC's current price of $42.77, JFG Wealth Management, LLC's estimated gain on his SCHC holdings is $3.44 Mil, reflecting a 15.35% gain to date.
JFG Wealth Management, LLC SCHC ($42.77) Holding Chart
JFG Wealth Management, LLC SCHC ($42.77) 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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