Newport Wealth Strategies, Inc. SCHM Holdings History
Newport Wealth Strategies, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2021-09-30, Newport Wealth Strategies, Inc. held 78,022.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $5.98 Mil. This investment constitutes 3.65% of their stock portfolio, and Newport Wealth Strategies, Inc. now holds 0.06% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Newport Wealth Strategies, Inc. has made 8 purchases of SCHM, at an average price of $58.45, for a total of 116,886.00 shares. In addition, there have been 5 sales at an average price of $53.08 for 38,864.00 shares. Based on historical transaction data and SCHM's current price of $28.97, Newport Wealth Strategies, Inc.'s estimated gain on his SCHM holdings is $-2.51 Mil, reflecting a -36.73% gain to date.
Newport Wealth Strategies, Inc. SCHM ($28.97) Holding Chart
Newport Wealth Strategies, Inc. SCHM ($28.97) 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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