Filbrandt Wealth Management, LLC SCHM Holdings History
Filbrandt Wealth Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2021-09-30, Filbrandt Wealth Management, LLC held 284,103.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $21.78 Mil. This investment constitutes 12.5% of their stock portfolio, and Filbrandt Wealth Management, LLC now holds 0.22% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q4. And since then Filbrandt Wealth Management, LLC has made 5 purchases of SCHM, at an average price of $57.24, for a total of 289,596.00 shares. In addition, there have been 2 sales at an average price of $68.78 for 5,493.00 shares. Based on historical transaction data and SCHM's current price of $28.40, Filbrandt Wealth Management, LLC's estimated gain on his SCHM holdings is $-8.13 Mil, reflecting a -49.05% gain to date.
Filbrandt Wealth Management, LLC SCHM ($28.40) Holding Chart
Filbrandt Wealth Management, LLC SCHM ($28.40) 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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