Number of Shares
537,655.00
Current Holdings Value*
$10.63 Mil
% of Portfolio
4.3%
Total Estimate Gain
$-1.67 Mil
% of Total Estimate Gain
-12.04%

POWER WEALTH MANAGEMENT LLC's Schwab International Equity ETF Holding Summary

As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 537,655.00 shares of Schwab International Equity ETF(SCHF), totaling $10.63 Mil. This investment constitutes 4.3% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of SCHF, at an average price of $25.79, for a total of 537,655.00 shares. Based on historical transaction data and SCHF's current price of $22.69, POWER WEALTH MANAGEMENT LLC's estimated gain on his SCHF holdings is $-1.67 Mil, reflecting a -12.04% gain to date.

POWER WEALTH MANAGEMENT LLC SCHF ($22.69) Holding Chart

POWER WEALTH MANAGEMENT LLC SCHF ($22.69) 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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