Lighthouse Financial Advisors, Inc. SCHM Holdings History
Lighthouse Financial Advisors, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2021-03-31, Lighthouse Financial Advisors, Inc. held 496,286.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $36.94 Mil. This investment constitutes 11.24% of their stock portfolio, and Lighthouse Financial Advisors, Inc. now holds 0.38% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2019Q4. And since then Lighthouse Financial Advisors, Inc. has made 4 purchases of SCHM, at an average price of $55.60, for a total of 577,930.00 shares. In addition, there have been 1 sales at an average price of $62.80 for 81,644.00 shares. Based on historical transaction data and SCHM's current price of $28.22, Lighthouse Financial Advisors, Inc.'s estimated gain on his SCHM holdings is $-13.00 Mil, reflecting a -40.45% gain to date.
Lighthouse Financial Advisors, Inc. SCHM ($28.22) Holding Chart
Lighthouse Financial Advisors, Inc. SCHM ($28.22) 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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