SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHE Holdings History
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 $30.19, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHE holdings is $2.03 Mil, reflecting a 12.02% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHE ($30.19) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHE ($30.19) 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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