MAGNOLIA CAPITAL ADVISORS LLC SCHY Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's Schwab International Dividend Equity ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 136,249.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $3.46 Mil. This investment constitutes 0.94% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.35% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2022Q1. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 4 purchases of SCHY, at an average price of $24.39, for a total of 1.01 Mil shares. In addition, there have been 5 sales at an average price of $24.18 for 869,375.00 shares. Based on historical transaction data and SCHY's current price of $27.89, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his SCHY holdings is $293,780.98, reflecting a 1.20% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC SCHY ($27.89) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC SCHY ($27.89) 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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