Buckingham Capital Management, Inc. SCHM Holdings History
Buckingham Capital Management, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-12-31, Buckingham Capital Management, Inc. held 1.07 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $29.52 Mil. This investment constitutes 3.39% of their stock portfolio, and Buckingham Capital Management, Inc. now holds 0.26% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2015Q4. And since then Buckingham Capital Management, Inc. has made 23 purchases of SCHM, at an average price of $37.52, for a total of 1.13 Mil shares. In addition, there have been 5 sales at an average price of $53.83 for 69,120.00 shares. Based on historical transaction data and SCHM's current price of $28.90, Buckingham Capital Management, Inc.'s estimated gain on his SCHM holdings is $-8.06 Mil, reflecting a -18.93% gain to date.
Buckingham Capital Management, Inc. SCHM ($28.90) Holding Chart
Buckingham Capital Management, 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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