LifeSteps Financial, Inc. SCHM Holdings History
LifeSteps Financial, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, LifeSteps Financial, Inc. held 91,559.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $2.57 Mil. This investment constitutes 1.76% of their stock portfolio, and LifeSteps Financial, Inc. now holds 0.02% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q4. And since then LifeSteps Financial, Inc. has made 14 purchases of SCHM, at an average price of $43.06, for a total of 109,371.00 shares. In addition, there have been 8 sales at an average price of $67.08 for 17,812.00 shares. Based on historical transaction data and SCHM's current price of $28.92, LifeSteps Financial, Inc.'s estimated gain on his SCHM holdings is $-866,353.62, reflecting a -18.40% gain to date.
LifeSteps Financial, Inc. SCHM ($28.92) Holding Chart
LifeSteps Financial, Inc. SCHM ($28.92) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
