Number of Shares
105,555.00
Current Holdings Value*
$2.91 Mil
% of Portfolio
2.01%
Total Estimate Gain
$659,618.97
% of Total Estimate Gain
5.72%

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 $31.29, Strategic Financial Planning, Inc.'s estimated gain on his SCHE holdings is $659,618.97, reflecting a 5.72% gain to date.

Strategic Financial Planning, Inc. SCHE ($31.29) Holding Chart

Strategic Financial Planning, Inc. SCHE ($31.29) 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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