PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHM Holdings History
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. held 252,474.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $7.08 Mil. This investment constitutes 4.47% of their stock portfolio, and PPS&V ASSET MANAGEMENT CONSULTANTS, INC. now holds 0.06% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2022Q4. And since then PPS&V ASSET MANAGEMENT CONSULTANTS, INC. has made 8 purchases of SCHM, at an average price of $40.79, for a total of 258,005.00 shares. In addition, there have been 2 sales at an average price of $71.98 for 5,531.00 shares. Based on historical transaction data and SCHM's current price of $28.33, PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s estimated gain on his SCHM holdings is $-2.97 Mil, reflecting a -28.26% gain to date.
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHM ($28.33) Holding Chart
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. SCHM ($28.33) 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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