Number of Shares
9,189.00
Current Holdings Value*
$240,750.00
% of Portfolio
0.23%
Total Estimate Gain
$-2,436.93
% of Total Estimate Gain
-0.52%

Sherman Asset Management, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary

As of 2025-03-31, Sherman Asset Management, Inc. held 9,189.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $240,750.00. This investment constitutes 0.23% of their stock portfolio, and Sherman Asset Management, Inc. now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $27.85 for 7,173.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Sherman Asset Management, Inc.'s estimated gain on his SCHM holdings is $-2,436.93, reflecting a -0.52% gain to date.

Sherman Asset Management, Inc. SCHM ($28.76) Holding Chart

Sherman Asset Management, 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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