Code Waechter LLC SCHM Holdings History
Code Waechter LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Code Waechter LLC held 159,097.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $4.17 Mil. This investment constitutes 3.43% of their stock portfolio, and Code Waechter LLC now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2024Q3. And since then Code Waechter LLC has made 2 purchases of SCHM, at an average price of $43.93, for a total of 159,097.00 shares. Based on historical transaction data and SCHM's current price of $28.01, Code Waechter LLC's estimated gain on his SCHM holdings is $-2.53 Mil, reflecting a -36.25% gain to date.
Code Waechter LLC SCHM ($28.01) Holding Chart
Code Waechter LLC SCHM ($28.01) 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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