RESTON WEALTH MANAGEMENT LLC SCHM Holdings History
RESTON WEALTH MANAGEMENT LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 167,979.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $4.40 Mil. This investment constitutes 1.78% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q4. And since then RESTON WEALTH MANAGEMENT LLC has made 14 purchases of SCHM, at an average price of $39.23, for a total of 183,407.00 shares. In addition, there have been 10 sales at an average price of $67.73 for 15,428.00 shares. Based on historical transaction data and SCHM's current price of $29.12, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SCHM holdings is $-1.26 Mil, reflecting a -17.49% gain to date.
RESTON WEALTH MANAGEMENT LLC SCHM ($29.12) Holding Chart
RESTON WEALTH MANAGEMENT LLC SCHM ($29.12) 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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