Sightline Wealth Advisors, LLC SCHE Holdings History
Sightline Wealth Advisors, LLC's Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 151,163.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $4.56 Mil. This investment constitutes 2.2% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.04% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 5 purchases of SCHE, at an average price of $28.85, for a total of 231,575.00 shares. In addition, there have been 13 sales at an average price of $28.55 for 80,412.00 shares. Based on historical transaction data and SCHE's current price of $30.75, Sightline Wealth Advisors, LLC's estimated gain on his SCHE holdings is $263,089.32, reflecting a 3.94% gain to date.
Sightline Wealth Advisors, LLC SCHE ($30.75) Holding Chart
Sightline Wealth Advisors, LLC SCHE ($30.75) 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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