Southern Wealth Management, LLP SCHC Holdings History
Southern Wealth Management, LLP's Schwab International Small-Cap Equity ETF Holding Summary
As of 2023-03-31, Southern Wealth Management, LLP held 677,322.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $22.83 Mil. This investment constitutes 8.86% of their stock portfolio, and Southern Wealth Management, LLP now holds 0.61% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2020Q1. And since then Southern Wealth Management, LLP has made 11 purchases of SCHC, at an average price of $30.93, for a total of 855,941.00 shares. In addition, there have been 1 sales at an average price of $40.94 for 178,619.00 shares. Based on historical transaction data and SCHC's current price of $42.79, Southern Wealth Management, LLP's estimated gain on his SCHC holdings is $9.82 Mil, reflecting a 37.09% gain to date.
Southern Wealth Management, LLP SCHC ($42.79) Holding Chart
Southern Wealth Management, LLP SCHC ($42.79) 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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