Spinnaker Investment Group, LLC SCHM Holdings History
Spinnaker Investment Group, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Spinnaker Investment Group, LLC held 411,685.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $11.55 Mil. This investment constitutes 2.71% of their stock portfolio, and Spinnaker Investment Group, LLC now holds 0.1% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q4. And since then Spinnaker Investment Group, LLC has made 11 purchases of SCHM, at an average price of $42.69, for a total of 474,463.00 shares. In addition, there have been 3 sales at an average price of $33.20 for 62,778.00 shares. Based on historical transaction data and SCHM's current price of $28.76, Spinnaker Investment Group, LLC's estimated gain on his SCHM holdings is $-6.33 Mil, reflecting a -31.26% gain to date.
Spinnaker Investment Group, LLC SCHM ($28.76) Holding Chart
Spinnaker Investment Group, LLC 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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