Northwest Capital Management Inc SCHM Holdings History
Northwest Capital Management Inc's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Northwest Capital Management Inc held 186,922.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $4.90 Mil. This investment constitutes 2.01% of their stock portfolio, and Northwest Capital Management Inc now holds 0.05% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Northwest Capital Management Inc has made 8 purchases of SCHM, at an average price of $46.49, for a total of 403,612.00 shares. In addition, there have been 20 sales at an average price of $62.34 for 216,690.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Northwest Capital Management Inc's estimated gain on his SCHM holdings is $118,761.53, reflecting a 0.63% gain to date.
Northwest Capital Management Inc SCHM ($28.76) Holding Chart
Northwest Capital 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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