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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