Number of Shares
40,791.00
Current Holdings Value*
$1.13 Mil
% of Portfolio
0.95%
Total Estimate Gain
$198,954.12
% of Total Estimate Gain
8.66%

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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