Number of Shares
658,831.00
Current Holdings Value*
$14.76 Mil
% of Portfolio
5.19%
Total Estimate Gain
$2.23 Mil
% of Total Estimate Gain
8.77%

Radnor Financial Advisors, LLC's Schwab Emerging Markets Equity ETF Holding Summary

As of 2022-09-30, Radnor Financial Advisors, LLC held 658,831.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $14.76 Mil. This investment constitutes 5.19% of their stock portfolio, and Radnor Financial Advisors, LLC now holds 0.19% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2019Q4. And since then Radnor Financial Advisors, LLC has made 9 purchases of SCHE, at an average price of $26.89, for a total of 943,304.00 shares. In addition, there have been 2 sales at an average price of $25.25 for 284,473.00 shares. Based on historical transaction data and SCHE's current price of $30.98, Radnor Financial Advisors, LLC's estimated gain on his SCHE holdings is $2.23 Mil, reflecting a 8.77% gain to date.

Radnor Financial Advisors, LLC SCHE ($30.98) Holding Chart

Radnor Financial Advisors, LLC SCHE ($30.98) 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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