Number of Shares
14,898.00
Current Holdings Value*
$390,330.00
% of Portfolio
0.18%
Total Estimate Gain
$-1.79 Mil
% of Total Estimate Gain
-17.82%

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 $29.12, Altus Wealth Group LLC's estimated gain on his SCHM holdings is $-1.79 Mil, reflecting a -17.82% gain to date.

Altus Wealth Group LLC SCHM ($29.12) Holding Chart

Altus Wealth Group LLC SCHM ($29.12) 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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