Curbstone Financial Management Corp SCHM Holdings History
Curbstone Financial Management Corp's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Curbstone Financial Management Corp held 517,989.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $13.57 Mil. This investment constitutes 2.86% of their stock portfolio, and Curbstone Financial Management Corp now holds 0.12% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Curbstone Financial Management Corp has made 20 purchases of SCHM, at an average price of $38.44, for a total of 540,232.00 shares. In addition, there have been 8 sales at an average price of $60.55 for 22,243.00 shares. Based on historical transaction data and SCHM's current price of $28.92, Curbstone Financial Management Corp's estimated gain on his SCHM holdings is $-4.44 Mil, reflecting a -21.37% gain to date.
Curbstone Financial Management Corp SCHM ($28.92) Holding Chart
Curbstone Financial Management Corp SCHM ($28.92) 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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