Advisory Alpha, LLC SCHM Holdings History
Advisory Alpha, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Advisory Alpha, LLC held 7.30 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $191.21 Mil. This investment constitutes 6.5% of their stock portfolio, and Advisory Alpha, LLC now holds 1.76% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Advisory Alpha, LLC has made 24 purchases of SCHM, at an average price of $37.92, for a total of 7.48 Mil shares. In addition, there have been 4 sales at an average price of $46.73 for 182,568.00 shares. Based on historical transaction data and SCHM's current price of $27.95, Advisory Alpha, LLC's estimated gain on his SCHM holdings is $-71.17 Mil, reflecting a -25.08% gain to date.
Advisory Alpha, LLC SCHM ($27.95) Holding Chart
Advisory Alpha, 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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