Denver PWM, LLC SCHM Holdings History
Denver PWM, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Denver PWM, LLC held 620,349.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $16.25 Mil. This investment constitutes 5.85% of their stock portfolio, and Denver PWM, LLC now holds 0.15% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q3. And since then Denver PWM, LLC has made 17 purchases of SCHM, at an average price of $40.91, for a total of 800,703.00 shares. In addition, there have been 9 sales at an average price of $58.16 for 180,354.00 shares. Based on historical transaction data and SCHM's current price of $28.92, Denver PWM, LLC's estimated gain on his SCHM holdings is $-4.32 Mil, reflecting a -13.20% gain to date.
Denver PWM, LLC SCHM ($28.92) Holding Chart
Denver PWM, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
