Wealthspire Advisors, LLC SCHF Holdings History
Wealthspire Advisors, LLC's Schwab International Equity ETF Holding Summary
As of 2025-03-31, Wealthspire Advisors, LLC held 20.46 Mil shares of Schwab International Equity ETF(SCHF), totaling $404.70 Mil. This investment constitutes 2.42% of their stock portfolio, and Wealthspire Advisors, LLC now holds 0.93% of the outstanding Schwab International Equity ETF(SCHF) stock.
The initial trade took place in 2020Q1. And since then Wealthspire Advisors, LLC has made 13 purchases of SCHF, at an average price of $23.28, for a total of 21.53 Mil shares. In addition, there have been 8 sales at an average price of $31.95 for 1.06 Mil shares. Based on historical transaction data and SCHF's current price of $21.94, Wealthspire Advisors, LLC's estimated gain on his SCHF holdings is $-18.28 Mil, reflecting a -3.65% gain to date.
Wealthspire Advisors, LLC SCHF ($21.94) Holding Chart
Wealthspire Advisors, LLC SCHF ($21.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
