WealthPlan Investment Management, LLC SCHF Holdings History
WealthPlan Investment Management, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 984,903.00 shares of Schwab International Equity ETF(SCHF), totaling $19.48 Mil. This investment constitutes 1.92% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0.04% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 4 purchases of SCHF, at an average price of $24.53, for a total of 1.56 Mil shares. In addition, there have been 2 sales at an average price of $31.10 for 572,476.00 shares. Based on historical transaction data and SCHF's current price of $22.06, WealthPlan Investment Management, LLC's estimated gain on his SCHF holdings is $1.33 Mil, reflecting a 3.48% gain to date.
WealthPlan Investment Management, LLC SCHF ($22.06) Holding Chart
WealthPlan Investment Management, LLC SCHF ($22.06) 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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