Rainsberger Wealth Advisors, Inc. SCHM Holdings History
Rainsberger Wealth Advisors, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2023-12-31, Rainsberger Wealth Advisors, Inc. held 101,842.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $7.67 Mil. This investment constitutes 4.19% of their stock portfolio, and Rainsberger Wealth Advisors, Inc. now holds 0.07% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q4. And since then Rainsberger Wealth Advisors, Inc. has made 4 purchases of SCHM, at an average price of $79.48, for a total of 107,723.00 shares. In addition, there have been 4 sales at an average price of $67.47 for 5,881.00 shares. Based on historical transaction data and SCHM's current price of $29.07, Rainsberger Wealth Advisors, Inc.'s estimated gain on his SCHM holdings is $-5.20 Mil, reflecting a -60.79% gain to date.
Rainsberger Wealth Advisors, Inc. SCHM ($29.07) Holding Chart
Rainsberger Wealth Advisors, Inc. SCHM ($29.07) 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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