Number of Shares
307,802.00
Current Holdings Value*
$6.09 Mil
% of Portfolio
2.46%
Total Estimate Gain
$-449,522.40
% of Total Estimate Gain
-4.14%

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

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 307,802.00 shares of Schwab International Equity ETF(SCHF), totaling $6.09 Mil. This investment constitutes 2.46% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2019Q1. And since then RESTON WEALTH MANAGEMENT LLC has made 20 purchases of SCHF, at an average price of $26.63, for a total of 408,133.00 shares. In addition, there have been 5 sales at an average price of $34.26 for 100,331.00 shares. Based on historical transaction data and SCHF's current price of $22.69, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SCHF holdings is $-449,522.40, reflecting a -4.14% gain to date.

RESTON WEALTH MANAGEMENT LLC SCHF ($22.69) Holding Chart

RESTON 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 %

Top Ranked Articles

  • 1