Number of Shares
542,851.00
Current Holdings Value*
$12.00 Mil
% of Portfolio
5.79%
Total Estimate Gain
$-2.49 Mil
% of Total Estimate Gain
-16.31%

Sightline Wealth Advisors, LLC's Schwab International Equity ETF Holding Summary

As of 2025-06-30, Sightline Wealth Advisors, LLC held 542,851.00 shares of Schwab International Equity ETF(SCHF), totaling $12.00 Mil. This investment constitutes 5.79% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.02% of the outstanding Schwab International Equity ETF(SCHF) stock.

The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 14 purchases of SCHF, at an average price of $27.09, for a total of 564,464.00 shares. In addition, there have been 4 sales at an average price of $37.47 for 21,613.00 shares. Based on historical transaction data and SCHF's current price of $22.08, Sightline Wealth Advisors, LLC's estimated gain on his SCHF holdings is $-2.49 Mil, reflecting a -16.31% gain to date.

Sightline Wealth Advisors, LLC SCHF ($22.08) Holding Chart

Sightline Wealth Advisors, LLC SCHF ($22.08) 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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