HORIZON FINANCIAL SERVICES, LLC SCHM Holdings History
HORIZON FINANCIAL SERVICES, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, HORIZON FINANCIAL SERVICES, LLC held 431,142.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $11.30 Mil. This investment constitutes 6.3% of their stock portfolio, and HORIZON FINANCIAL SERVICES, LLC now holds 0.1% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q2. And since then HORIZON FINANCIAL SERVICES, LLC has made 13 purchases of SCHM, at an average price of $28.41, for a total of 11.33 Mil shares. In addition, there have been 4 sales at an average price of $27.98 for 10.90 Mil shares. Based on historical transaction data and SCHM's current price of $28.90, HORIZON FINANCIAL SERVICES, LLC's estimated gain on his SCHM holdings is $-4.46 Mil, reflecting a -1.39% gain to date.
HORIZON FINANCIAL SERVICES, LLC SCHM ($28.90) Holding Chart
HORIZON FINANCIAL SERVICES, LLC SCHM ($28.90) 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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