Gradient Capital Advisors, LLC SCHM Holdings History
Gradient Capital Advisors, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Gradient Capital Advisors, LLC held 316,415.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $8.29 Mil. This investment constitutes 2.71% of their stock portfolio, and Gradient Capital Advisors, LLC now holds 0.08% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Gradient Capital Advisors, LLC has made 24 purchases of SCHM, at an average price of $39.35, for a total of 325,403.00 shares. In addition, there have been 4 sales at an average price of $67.73 for 8,988.00 shares. Based on historical transaction data and SCHM's current price of $28.43, Gradient Capital Advisors, LLC's estimated gain on his SCHM holdings is $-3.20 Mil, reflecting a -24.99% gain to date.
Gradient Capital Advisors, LLC SCHM ($28.43) Holding Chart
Gradient Capital Advisors, LLC SCHM ($28.43) 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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