Strategic Financial Planning, Inc. SCHC Holdings History
Strategic Financial Planning, Inc.'s Schwab International Small-Cap Equity ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 186,863.00 shares of Schwab International Small-Cap Equity ETF(SCHC), totaling $6.70 Mil. This investment constitutes 4.62% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.17% of the outstanding Schwab International Small-Cap Equity ETF(SCHC) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 10 purchases of SCHC, at an average price of $31.82, for a total of 445,779.00 shares. In addition, there have been 11 sales at an average price of $31.46 for 258,916.00 shares. Based on historical transaction data and SCHC's current price of $43.35, Strategic Financial Planning, Inc.'s estimated gain on his SCHC holdings is $2.06 Mil, reflecting a 14.51% gain to date.
Strategic Financial Planning, Inc. SCHC ($43.35) Holding Chart
Strategic Financial Planning, Inc. SCHC ($43.35) 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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