High Note Wealth, LLC SCHM Holdings History
High Note Wealth, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 847,296.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $22.20 Mil. This investment constitutes 5.5% of their stock portfolio, and High Note Wealth, LLC now holds 0.2% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 10 purchases of SCHM, at an average price of $41.52, for a total of 863,764.00 shares. In addition, there have been 7 sales at an average price of $72.46 for 16,468.00 shares. Based on historical transaction data and SCHM's current price of $28.66, High Note Wealth, LLC's estimated gain on his SCHM holdings is $-10.39 Mil, reflecting a -28.97% gain to date.
High Note Wealth, LLC SCHM ($28.66) Holding Chart
High Note Wealth, LLC SCHM ($28.66) 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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