McCarthy Asset Management, Inc. SCHM Holdings History
McCarthy Asset Management, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, McCarthy Asset Management, Inc. held 161,925.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $4.24 Mil. This investment constitutes 3.07% of their stock portfolio, and McCarthy Asset Management, Inc. now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then McCarthy Asset Management, Inc. has made 8 purchases of SCHM, at an average price of $41.94, for a total of 181,382.00 shares. In addition, there have been 9 sales at an average price of $53.83 for 19,457.00 shares. Based on historical transaction data and SCHM's current price of $28.76, McCarthy Asset Management, Inc.'s estimated gain on his SCHM holdings is $-1.90 Mil, reflecting a -25.01% gain to date.
McCarthy Asset Management, Inc. SCHM ($28.76) Holding Chart
McCarthy Asset Management, Inc. SCHM ($28.76) 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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