WESCAP Management Group, Inc. SCHM Holdings History
WESCAP Management Group, Inc.'s Schwab U.S. Mid-Cap ETF Holding Summary
As of 2025-03-31, WESCAP Management Group, Inc. held 147,099.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $3.85 Mil. This investment constitutes 0.94% of their stock portfolio, and WESCAP Management Group, Inc. now holds 0.04% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2018Q2. And since then WESCAP Management Group, Inc. has made 9 purchases of SCHM, at an average price of $42.59, for a total of 294,460.00 shares. In addition, there have been 19 sales at an average price of $51.31 for 147,361.00 shares. Based on historical transaction data and SCHM's current price of $28.61, WESCAP Management Group, Inc.'s estimated gain on his SCHM holdings is $-772,693.46, reflecting a -6.16% gain to date.
WESCAP Management Group, Inc. SCHM ($28.61) Holding Chart
WESCAP Management Group, Inc. SCHM ($28.61) 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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