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Acute Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Acute Investment Advisory’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
2022
Q1 		– Sell
-12,837
Closed -$344K – 52
2021
Q4 		$344K Buy
+12,837
New +$342K 0.25% 43

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Acute Investment Advisory's SCHM Position: Q1 2022 in Review

Acute Investment Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 12,837 shares — an estimated $344K sold.

Acute Investment Advisory first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $344K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Acute Investment Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Acute Investment Advisory sold 12,837 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $344K.
  • Acute Investment Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Acute Investment Advisory's Schwab US Mid-Cap ETF position peaked at $344K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Acute Investment Advisory's 13F filing for Q1 2022, filed 31 Aug 2022.