Thrive Wealth Management, LLC SCHM Holdings History
Thrive Wealth Management, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 73,570.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $2.06 Mil. This investment constitutes 0.33% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.02% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 6 purchases of SCHM, at an average price of $30.77, for a total of 76,696.00 shares. In addition, there have been 2 sales at an average price of $75.07 for 3,126.00 shares. Based on historical transaction data and SCHM's current price of $28.72, Thrive Wealth Management, LLC's estimated gain on his SCHM holdings is $-12,661.91, reflecting a -0.54% gain to date.
Thrive Wealth Management, LLC SCHM ($28.72) Holding Chart
Thrive Wealth Management, LLC SCHM ($28.72) 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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