BIRCHBROOK, INC. SCHM Holdings History
Number of Shares
185,186.00
Current Holdings Value*
$4.85 Mil
% of Portfolio
2.73%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
24.99%
BIRCHBROOK, INC.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, BIRCHBROOK, INC. held 185,186.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $4.85 Mil. This investment constitutes 2.73% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $27.20 for 34,165.00 shares. Based on historical transaction data and SCHM's current price of $28.90, BIRCHBROOK, INC.'s estimated gain on his SCHM holdings is $1.26 Mil, reflecting a 24.99% gain to date.
BIRCHBROOK, INC. SCHM ($28.90) Holding Chart
BIRCHBROOK, INC. SCHM ($28.90) 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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