Carmichael Hill & Associates, Inc. SCHM Holdings History
Carmichael Hill & Associates, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-09-30, Carmichael Hill & Associates, Inc. held 134,667.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $3.73 Mil. This investment constitutes 1.32% of their stock portfolio, and Carmichael Hill & Associates, Inc. now holds 0.01% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Carmichael Hill & Associates, Inc. has made 16 purchases of SCHM, at an average price of $38.14, for a total of 142,712.00 shares. In addition, there have been 10 sales at an average price of $58.05 for 8,045.00 shares. Based on historical transaction data and SCHM's current price of $28.90, Carmichael Hill & Associates, Inc.'s estimated gain on his SCHM holdings is $-1.08 Mil, reflecting a -19.92% gain to date.
Carmichael Hill & Associates, Inc. SCHM ($28.90) Holding Chart
Carmichael Hill & Associates, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
