Koshinski Asset Management, Inc. SCHM Holdings History
Koshinski Asset Management, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Koshinski Asset Management, Inc. held 668,724.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $17.52 Mil. This investment constitutes 1.49% of their stock portfolio, and Koshinski Asset Management, Inc. now holds 0.16% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Koshinski Asset Management, Inc. has made 19 purchases of SCHM, at an average price of $48.27, for a total of 887,361.00 shares. In addition, there have been 9 sales at an average price of $68.60 for 218,637.00 shares. Based on historical transaction data and SCHM's current price of $28.36, Koshinski Asset Management, Inc.'s estimated gain on his SCHM holdings is $-8.87 Mil, reflecting a -20.70% gain to date.
Koshinski Asset Management, Inc. SCHM ($28.36) Holding Chart
Koshinski Asset Management, Inc. SCHM ($28.36) 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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