NAPLES GLOBAL ADVISORS, LLC SCHE Holdings History
NAPLES GLOBAL ADVISORS, LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, NAPLES GLOBAL ADVISORS, LLC held 437,596.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $13.19 Mil. This investment constitutes 1.13% of their stock portfolio, and NAPLES GLOBAL ADVISORS, LLC now holds 0.13% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2017Q1. And since then NAPLES GLOBAL ADVISORS, LLC has made 31 purchases of SCHE, at an average price of $26.27, for a total of 437,596.00 shares. Based on historical transaction data and SCHE's current price of $30.75, NAPLES GLOBAL ADVISORS, LLC's estimated gain on his SCHE holdings is $1.96 Mil, reflecting a 17.07% gain to date.
NAPLES GLOBAL ADVISORS, LLC SCHE ($30.75) Holding Chart
NAPLES GLOBAL ADVISORS, 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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