Tiller Private Wealth, Inc. SCHM Holdings History
Tiller Private Wealth, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, Tiller Private Wealth, Inc. held 362,308.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $9.49 Mil. This investment constitutes 3.95% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.09% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then Tiller Private Wealth, Inc. has made 15 purchases of SCHM, at an average price of $42.93, for a total of 377,021.00 shares. In addition, there have been 5 sales at an average price of $63.37 for 14,713.00 shares. Based on historical transaction data and SCHM's current price of $28.66, Tiller Private Wealth, Inc.'s estimated gain on his SCHM holdings is $-4.87 Mil, reflecting a -30.09% gain to date.
Tiller Private Wealth, Inc. SCHM ($28.66) Holding Chart
Tiller Private Wealth, Inc. SCHM ($28.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
