LeConte Wealth Management, LLC SCHY Holdings History
Number of Shares
412,593.00
Current Holdings Value*
$10.47 Mil
% of Portfolio
6.67%
Total Estimate Gain
$1.33 Mil
% of Total Estimate Gain
13.21%
LeConte Wealth Management, LLC's Schwab International Dividend Equity ETF Holding Summary
As of 2025-03-31, LeConte Wealth Management, LLC held 412,593.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $10.47 Mil. This investment constitutes 6.67% of their stock portfolio, and LeConte Wealth Management, LLC now holds 1.06% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SCHY's current price of $27.60, LeConte Wealth Management, LLC's estimated gain on his SCHY holdings is $1.33 Mil, reflecting a 13.21% gain to date.
LeConte Wealth Management, LLC SCHY ($27.60) Holding Chart
LeConte Wealth Management, LLC SCHY ($27.60) 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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