Principle Wealth Partners LLC SCHY Holdings History
Principle Wealth Partners LLC's Schwab International Dividend Equity ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held - shares of Schwab International Dividend Equity ETF(SCHY), totaling N/A. This investment constitutes 0% of their stock portfolio, and Principle Wealth Partners LLC now holds 0% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2022Q4. And since then Principle Wealth Partners LLC has made 5 purchases of SCHY, at an average price of $22.23, for a total of 361,413.00 shares. In addition, there have been 5 sales at an average price of $24.30 for 361,413.00 shares. Based on historical transaction data and SCHY's current price of $27.23, Principle Wealth Partners LLC's estimated gain on his SCHY holdings is $745,953.00, reflecting a 9.28% gain to date.
Principle Wealth Partners LLC SCHY ($27.23) Holding Chart
Principle Wealth Partners LLC SCHY ($27.23) 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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