AJ WEALTH STRATEGIES, LLC SCHM Holdings History
AJ WEALTH STRATEGIES, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2023-06-30, AJ WEALTH STRATEGIES, LLC held 862,311.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $61.25 Mil. This investment constitutes 2.96% of their stock portfolio, and AJ WEALTH STRATEGIES, LLC now holds 0.62% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then AJ WEALTH STRATEGIES, LLC has made 17 purchases of SCHM, at an average price of $60.04, for a total of 1.64 Mil shares. In addition, there have been 4 sales at an average price of $61.29 for 780,617.00 shares. Based on historical transaction data and SCHM's current price of $28.05, AJ WEALTH STRATEGIES, LLC's estimated gain on his SCHM holdings is $-26.61 Mil, reflecting a -26.98% gain to date.
AJ WEALTH STRATEGIES, LLC SCHM ($28.05) Holding Chart
AJ WEALTH STRATEGIES, LLC SCHM ($28.05) 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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