ARBOR TRUST WEALTH ADVISORS, LLC SCHM Holdings History
ARBOR TRUST WEALTH ADVISORS, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 394,082.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $10.32 Mil. This investment constitutes 4.84% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.09% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 18 purchases of SCHM, at an average price of $38.37, for a total of 397,848.00 shares. In addition, there have been 3 sales at an average price of $57.83 for 3,766.00 shares. Based on historical transaction data and SCHM's current price of $27.95, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his SCHM holdings is $-4.03 Mil, reflecting a -26.42% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC SCHM ($27.95) Holding Chart
ARBOR TRUST WEALTH ADVISORS, LLC SCHM ($27.95) 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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