Number of Shares
154,671.00
Current Holdings Value*
$3.42 Mil
% of Portfolio
2.71%
Total Estimate Gain
$453,230.63
% of Total Estimate Gain
14.83%

Kerntke Otto McGlone Wealth Management Group's Schwab International Equity ETF Holding Summary

As of 2025-06-30, Kerntke Otto McGlone Wealth Management Group held 154,671.00 shares of Schwab International Equity ETF(SCHF), totaling $3.42 Mil. This investment constitutes 2.71% of their stock portfolio, and Kerntke Otto McGlone Wealth Management Group now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2025Q1. And since then Kerntke Otto McGlone Wealth Management Group has made 2 purchases of SCHF, at an average price of $19.76, for a total of 154,671.00 shares. Based on historical transaction data and SCHF's current price of $22.69, Kerntke Otto McGlone Wealth Management Group's estimated gain on his SCHF holdings is $453,230.63, reflecting a 14.83% gain to date.

Kerntke Otto McGlone Wealth Management Group SCHF ($22.69) Holding Chart

Kerntke Otto McGlone Wealth Management Group SCHF ($22.69) 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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