Strategic Financial Planning, Inc. SCHE Holdings History
Strategic Financial Planning, Inc.'s Schwab Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Strategic Financial Planning, Inc. held 105,555.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $2.91 Mil. This investment constitutes 2.01% of their stock portfolio, and Strategic Financial Planning, Inc. now holds 0.03% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.
The initial trade took place in 2019Q4. And since then Strategic Financial Planning, Inc. has made 6 purchases of SCHE, at an average price of $25.30, for a total of 455,600.00 shares. In addition, there have been 15 sales at an average price of $25.38 for 350,045.00 shares. Based on historical transaction data and SCHE's current price of $30.98, Strategic Financial Planning, Inc.'s estimated gain on his SCHE holdings is $627,424.69, reflecting a 5.44% gain to date.
Strategic Financial Planning, Inc. SCHE ($30.98) Holding Chart
Strategic Financial Planning, Inc. SCHE ($30.98) 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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