Number of Shares
1.70 Mil
Current Holdings Value*
$116.11 Mil
% of Portfolio
10.78%
Total Estimate Gain
$-27.69 Mil
% of Total Estimate Gain
-35.37%

SVA Plumb Wealth Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary

As of 2020-12-31, SVA Plumb Wealth Management, LLC held 1.70 Mil shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $116.11 Mil. This investment constitutes 10.78% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 1.3% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2015Q4. And since then SVA Plumb Wealth Management, LLC has made 11 purchases of SCHM, at an average price of $45.18, for a total of 1.73 Mil shares. In addition, there have been 1 sales at an average price of $62.80 for 29,853.00 shares. Based on historical transaction data and SCHM's current price of $28.61, SVA Plumb Wealth Management, LLC's estimated gain on his SCHM holdings is $-27.69 Mil, reflecting a -35.37% gain to date.

SVA Plumb Wealth Management, LLC SCHM ($28.61) Holding Chart

SVA Plumb Wealth Management, LLC SCHM ($28.61) 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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