Number of Shares
555,973.00
Current Holdings Value*
$15.33 Mil
% of Portfolio
4.7%
Total Estimate Gain
$2.06 Mil
% of Total Estimate Gain
12.22%

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 555,973.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $15.33 Mil. This investment constitutes 4.7% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.16% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 21 purchases of SCHE, at an average price of $26.37, for a total of 640,153.00 shares. In addition, there have been 3 sales at an average price of $25.23 for 84,180.00 shares. Based on historical transaction data and SCHE's current price of $30.25, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHE holdings is $2.06 Mil, reflecting a 12.22% gain to date.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHE ($30.25) Holding Chart

SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHE ($30.25) 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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