Opes Advisors Inc SCHF Holdings History
Number of Shares
144,114.00
Current Holdings Value*
$4.09 Mil
% of Portfolio
4.49%
Total Estimate Gain
$-1.69 Mil
% of Total Estimate Gain
-34.55%
Opes Advisors Inc's Schwab International Equity ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 144,114.00 shares of Schwab International Equity ETF(SCHF), totaling $4.09 Mil. This investment constitutes 4.49% of their stock portfolio, and Opes Advisors Inc now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of SCHF, at an average price of $33.90, for a total of 144,114.00 shares. Based on historical transaction data and SCHF's current price of $22.19, Opes Advisors Inc's estimated gain on his SCHF holdings is $-1.69 Mil, reflecting a -34.55% gain to date.
Opes Advisors Inc SCHF ($22.19) Holding Chart
Opes Advisors Inc SCHF ($22.19) 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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