Northern Capital Management, Inc. SCHM Holdings History
Northern Capital Management, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Northern Capital Management, Inc. held 213,298.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $5.59 Mil. This investment constitutes 3.64% of their stock portfolio, and Northern Capital Management, Inc. now holds 0.05% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then Northern Capital Management, Inc. has made 2 purchases of SCHM, at an average price of $45.57, for a total of 318,208.00 shares. In addition, there have been 15 sales at an average price of $67.10 for 104,910.00 shares. Based on historical transaction data and SCHM's current price of $28.61, Northern Capital Management, Inc.'s estimated gain on his SCHM holdings is $-1.36 Mil, reflecting a -9.36% gain to date.
Northern Capital Management, Inc. SCHM ($28.61) Holding Chart
Northern Capital Management, Inc. SCHM ($28.61) 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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