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Ackerman Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ackerman Capital Advisors’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
2020
Q1 		– Sell
-11,403
Closed -$229K – 180
2019
Q4 		$229K Buy
+11,403
New +$221K 0.07% 179

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SWM
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LWMT
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UBS Group
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Northwestern Mutual Wealth Management
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PCIA
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HSA
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Ackerman Capital Advisors's SCHM Position: Q1 2020 in Review

Ackerman Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 11,403 shares — an estimated $229K sold.

Ackerman Capital Advisors first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $229K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Ackerman Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Ackerman Capital Advisors sold 11,403 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $229K.
  • Ackerman Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Ackerman Capital Advisors's Schwab US Mid-Cap ETF position peaked at $229K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Ackerman Capital Advisors's 13F filing for Q1 2020, filed 14 Aug 2020.