MorganRosel Wealth Management, LLC SCHF Holdings History
MorganRosel Wealth Management, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 1.23 Mil shares of Schwab International Equity ETF(SCHF), totaling $24.27 Mil. This investment constitutes 7.37% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.06% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 21 purchases of SCHF, at an average price of $26.99, for a total of 1.36 Mil shares. In addition, there have been 4 sales at an average price of $28.78 for 129,550.00 shares. Based on historical transaction data and SCHF's current price of $22.10, MorganRosel Wealth Management, LLC's estimated gain on his SCHF holdings is $-5.77 Mil, reflecting a -15.75% gain to date.
MorganRosel Wealth Management, LLC SCHF ($22.10) Holding Chart
MorganRosel Wealth Management, LLC SCHF ($22.10) 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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