AWM
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Able Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Able Wealth Management’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$248 – 479
2023
Q4 		$248 Buy
+9
New +$206 ﹤0.01% 578

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Able Wealth Management's SCHM Position: Q1 2024 in Review

Able Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 9 shares — an estimated $248 sold.

Able Wealth Management first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $248 in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Able Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 9 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $248.
  • Able Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Schwab US Mid-Cap ETF position peaked at $248 in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.