Blue Square Asset Management, LLC SCHM Holdings History
Blue Square Asset Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Blue Square Asset Management, LLC held 239,723.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $6.28 Mil. This investment constitutes 3.38% of their stock portfolio, and Blue Square Asset Management, LLC now holds 0.06% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q3. And since then Blue Square Asset Management, LLC has made 13 purchases of SCHM, at an average price of $49.28, for a total of 638,602.00 shares. In addition, there have been 8 sales at an average price of $59.28 for 398,879.00 shares. Based on historical transaction data and SCHM's current price of $28.63, Blue Square Asset Management, LLC's estimated gain on his SCHM holdings is $-966,556.56, reflecting a -3.07% gain to date.
Blue Square Asset Management, LLC SCHM ($28.63) Holding Chart
Blue Square Asset Management, LLC SCHM ($28.63) 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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