PRING TURNER CAPITAL GROUP INC SCHM Holdings History
PRING TURNER CAPITAL GROUP INC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, PRING TURNER CAPITAL GROUP INC held 315,482.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $8.27 Mil. This investment constitutes 5.13% of their stock portfolio, and PRING TURNER CAPITAL GROUP INC now holds 0.08% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2023Q1. And since then PRING TURNER CAPITAL GROUP INC has made 5 purchases of SCHM, at an average price of $41.32, for a total of 370,291.00 shares. In addition, there have been 4 sales at an average price of $43.00 for 54,809.00 shares. Based on historical transaction data and SCHM's current price of $28.76, PRING TURNER CAPITAL GROUP INC's estimated gain on his SCHM holdings is $-3.87 Mil, reflecting a -25.29% gain to date.
PRING TURNER CAPITAL GROUP INC SCHM ($28.76) Holding Chart
PRING TURNER CAPITAL GROUP 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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