WFA Of San Diego, LLC SCHM Holdings History
WFA of San Diego, LLC's Schwab U.S. Mid-Cap ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 40,791.00 shares of Schwab U.S. Mid-Cap ETF(SCHM), totaling $1.13 Mil. This investment constitutes 0.95% of their stock portfolio, and WFA of San Diego, LLC now holds 0% of the outstanding Schwab U.S. Mid-Cap ETF(SCHM) stock.
The initial trade took place in 2020Q2. And since then WFA of San Diego, LLC has made 3 purchases of SCHM, at an average price of $38.66, for a total of 59,442.00 shares. In addition, there have been 12 sales at an average price of $70.98 for 18,651.00 shares. Based on historical transaction data and SCHM's current price of $28.76, WFA of San Diego, LLC's estimated gain on his SCHM holdings is $198,954.12, reflecting a 8.66% gain to date.
WFA of San Diego, LLC SCHM ($28.76) Holding Chart
WFA of San Diego, 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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