Altus Wealth Group LLC SCHM Holdings History
Altus Wealth Group LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 14,898.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $390,330.00. This investment constitutes 0.18% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 7 purchases of SCHM, at an average price of $50.95, for a total of 196,947.00 shares. In addition, there have been 9 sales at an average price of $42.91 for 182,049.00 shares. Based on historical transaction data and SCHM's current price of $28.92, Altus Wealth Group LLC's estimated gain on his SCHM holdings is $-1.79 Mil, reflecting a -17.85% gain to date.
Altus Wealth Group LLC SCHM ($28.92) Holding Chart
Altus Wealth Group LLC SCHM ($28.92) 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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