Sightline Wealth Advisors, LLC SCHM Holdings History
Sightline Wealth Advisors, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Sightline Wealth Advisors, LLC held 345,587.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $9.05 Mil. This investment constitutes 4.77% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.08% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 8 purchases of SCHM, at an average price of $39.73, for a total of 361,781.00 shares. In addition, there have been 9 sales at an average price of $67.85 for 16,194.00 shares. Based on historical transaction data and SCHM's current price of $28.71, Sightline Wealth Advisors, LLC's estimated gain on his SCHM holdings is $-3.35 Mil, reflecting a -23.33% gain to date.
Sightline Wealth Advisors, LLC SCHM ($28.71) Holding Chart
Sightline Wealth Advisors, LLC SCHM ($28.71) 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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