Number of Shares
453,615.00
Current Holdings Value*
$13.67 Mil
% of Portfolio
2.53%
Total Estimate Gain
$2.55 Mil
% of Total Estimate Gain
19.84%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s Schwab Emerging Markets Equity ETF Holding Summary

As of 2025-06-30, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 453,615.00 shares of Schwab Emerging Markets Equity ETF(SCHE), totaling $13.67 Mil. This investment constitutes 2.53% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.13% of the outstanding Schwab Emerging Markets Equity ETF(SCHE) stock.

The initial trade took place in 2017Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 24 purchases of SCHE, at an average price of $25.66, for a total of 500,790.00 shares. In addition, there have been 6 sales at an average price of $25.44 for 47,175.00 shares. Based on historical transaction data and SCHE's current price of $31.31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SCHE holdings is $2.55 Mil, reflecting a 19.84% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SCHE ($31.31) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SCHE ($31.31) 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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