Navigation Wealth Management, Inc. SCHE Holdings History
Navigation Wealth Management, Inc.'s Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, Navigation Wealth Management, Inc. held 21,904.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $660,190.00. This investment constitutes 0.97% of their stock portfolio, and Navigation Wealth Management, Inc. now holds 0.01% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2025Q2. And since then Navigation Wealth Management, Inc. has made 1 purchases of SCHE, at an average price of $28.30, for a total of 21,904.00 shares. Based on historical transaction data and SCHE's current price of $30.75, Navigation Wealth Management, Inc.'s estimated gain on his SCHE holdings is $53,664.80, reflecting a 8.66% gain to date.
Navigation Wealth Management, Inc. SCHE ($30.75) Holding Chart
Navigation Wealth Management, Inc. 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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