SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHF Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Schwab International Equity ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 1.25 Mil shares of Schwab International Equity ETF(SCHF), totaling $24.72 Mil. This investment constitutes 7.57% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0.06% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2018Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 17 purchases of SCHF, at an average price of $26.31, for a total of 1.39 Mil shares. In addition, there have been 8 sales at an average price of $31.38 for 140,780.00 shares. Based on historical transaction data and SCHF's current price of $22.04, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his SCHF holdings is $-4.62 Mil, reflecting a -12.63% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHF ($22.04) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. SCHF ($22.04) 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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