Number of Shares
634,603.00
Current Holdings Value*
$16.63 Mil
% of Portfolio
3.75%
Total Estimate Gain
$-9.30 Mil
% of Total Estimate Gain
-15.22%

MANCHESTER FINANCIAL INC's Schwab U.S. Mid-Cap ETF Holding Summary

As of 2025-03-31, MANCHESTER FINANCIAL INC held 634,603.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $16.63 Mil. This investment constitutes 3.75% of their stock portfolio, and MANCHESTER FINANCIAL INC now holds 0.15% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2018Q4. And since then MANCHESTER FINANCIAL INC has made 19 purchases of SCHM, at an average price of $44.88, for a total of 1.36 Mil shares. In addition, there have been 6 sales at an average price of $46.19 for 726,594.00 shares. Based on historical transaction data and SCHM's current price of $28.72, MANCHESTER FINANCIAL INC's estimated gain on his SCHM holdings is $-9.30 Mil, reflecting a -15.22% gain to date.

MANCHESTER FINANCIAL INC SCHM ($28.72) Holding Chart

MANCHESTER FINANCIAL INC SCHM ($28.72) 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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