Cooksen Wealth, LLC SCHM Holdings History
Cooksen Wealth, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Cooksen Wealth, LLC held 8,468.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $689,550.00. This investment constitutes 0.7% of their stock portfolio, and Cooksen Wealth, LLC now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q4. And since then Cooksen Wealth, LLC has made 1 purchases of SCHM, at an average price of $41.49, for a total of 24,154.00 shares. In addition, there have been 4 sales at an average price of $29.04 for 15,686.00 shares. Based on historical transaction data and SCHM's current price of $28.61, Cooksen Wealth, LLC's estimated gain on his SCHM holdings is $-304,427.27, reflecting a -30.37% gain to date.
Cooksen Wealth, LLC SCHM ($28.61) Holding Chart
Cooksen Wealth, LLC SCHM ($28.61) 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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