Fragasso Financial Advisors Inc SCHM Holdings History
Fragasso Financial Advisors Inc's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Fragasso Financial Advisors Inc held 2.91 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $81.59 Mil. This investment constitutes 5.5% of their stock portfolio, and Fragasso Financial Advisors Inc now holds 0.71% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q1. And since then Fragasso Financial Advisors Inc has made 17 purchases of SCHM, at an average price of $41.50, for a total of 3.43 Mil shares. In addition, there have been 4 sales at an average price of $33.87 for 519,151.00 shares. Based on historical transaction data and SCHM's current price of $28.72, Fragasso Financial Advisors Inc's estimated gain on his SCHM holdings is $-41.14 Mil, reflecting a -28.92% gain to date.
Fragasso Financial Advisors Inc SCHM ($28.72) Holding Chart
Fragasso Financial Advisors Inc SCHM ($28.72) 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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