Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$34,549.89
% of Total Estimate Gain
1.73%

Ropes Wealth Advisors LLC's Schwab International Small-Cap Equity ETF Holding Summary

As of 2023-09-30, Ropes Wealth Advisors LLC held - shares of Schwab International Small-Cap Equity ETF(SCHC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ropes Wealth Advisors LLC now holds 0% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.

The initial trade took place in 2019Q4. And since then Ropes Wealth Advisors LLC has made 6 purchases of SCHC, at an average price of $33.30, for a total of 60,021.00 shares. In addition, there have been 3 sales at an average price of $33.87 for 60,021.00 shares. Based on historical transaction data and SCHC's current price of $42.40, Ropes Wealth Advisors LLC's estimated gain on his SCHC holdings is $34,549.89, reflecting a 1.73% gain to date.

Ropes Wealth Advisors LLC SCHC ($42.40) Holding Chart

Ropes Wealth Advisors LLC SCHC ($42.40) 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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