MorganRosel Wealth Management, LLC SCHE Holdings History
MorganRosel Wealth Management, LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 315,961.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $8.71 Mil. This investment constitutes 2.64% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.09% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 19 purchases of SCHE, at an average price of $26.67, for a total of 417,866.00 shares. In addition, there have been 6 sales at an average price of $24.78 for 101,905.00 shares. Based on historical transaction data and SCHE's current price of $30.75, MorganRosel Wealth Management, LLC's estimated gain on his SCHE holdings is $1.10 Mil, reflecting a 9.86% gain to date.
MorganRosel Wealth Management, LLC SCHE ($30.75) Holding Chart
MorganRosel Wealth Management, LLC SCHE ($30.75) 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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