Martin Worley Group SCHY Holdings History

Number of Shares
170,475.00
Current Holdings Value*
$4.33 Mil
% of Portfolio
2.47%
Total Estimate Gain
$480,880.62
% of Total Estimate Gain
11.53%

Martin Worley Group's Schwab International Dividend Equity ETF Holding Summary

As of 2025-03-31, Martin Worley Group held 170,475.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $4.33 Mil. This investment constitutes 2.47% of their stock portfolio, and Martin Worley Group now holds 0.47% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.

The initial trade took place in 2024Q4. And since then Martin Worley Group has made 1 purchases of SCHY, at an average price of $24.47, for a total of 170,475.00 shares. Based on historical transaction data and SCHY's current price of $27.29, Martin Worley Group's estimated gain on his SCHY holdings is $480,880.62, reflecting a 11.53% gain to date.

Martin Worley Group SCHY ($27.29) Holding Chart

Martin Worley Group SCHY ($27.29) 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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