Opes Advisors Inc SCHE Holdings History
Opes Advisors Inc's Schwab Emerging Markets Equity ETF Holding Summary
As of 2018-12-31, Opes Advisors Inc held 184,420.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $4.34 Mil. This investment constitutes 4.77% of their stock portfolio, and Opes Advisors Inc now holds 0.06% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2018Q2. And since then Opes Advisors Inc has made 3 purchases of SCHE, at an average price of $24.83, for a total of 184,420.00 shares. Based on historical transaction data and SCHE's current price of $30.75, Opes Advisors Inc's estimated gain on his SCHE holdings is $1.09 Mil, reflecting a 23.84% gain to date.
Opes Advisors Inc SCHE ($30.75) Holding Chart
Opes Advisors 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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