Campbell Wealth Management SCHM Holdings History
Campbell Wealth Management's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-12-31, Campbell Wealth Management held 922,911.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $25.57 Mil. This investment constitutes 2.3% of their stock portfolio, and Campbell Wealth Management now holds 0.23% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q4. And since then Campbell Wealth Management has made 20 purchases of SCHM, at an average price of $35.52, for a total of 1.30 Mil shares. In addition, there have been 4 sales at an average price of $73.83 for 381,367.00 shares. Based on historical transaction data and SCHM's current price of $28.71, Campbell Wealth Management's estimated gain on his SCHM holdings is $8.33 Mil, reflecting a 17.98% gain to date.
Campbell Wealth Management SCHM ($28.71) Holding Chart
Campbell Wealth Management SCHM ($28.71) 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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