Northeast Financial Group, Inc. SCHM Holdings History
Northeast Financial Group, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 843,993.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $23.67 Mil. This investment constitutes 6.9% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.2% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then Northeast Financial Group, Inc. has made 12 purchases of SCHM, at an average price of $43.09, for a total of 1.07 Mil shares. In addition, there have been 4 sales at an average price of $71.92 for 223,377.00 shares. Based on historical transaction data and SCHM's current price of $28.56, Northeast Financial Group, Inc.'s estimated gain on his SCHM holdings is $-5.83 Mil, reflecting a -12.67% gain to date.
Northeast Financial Group, Inc. SCHM ($28.56) Holding Chart
Northeast Financial Group, Inc. SCHM ($28.56) 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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