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Annapolis Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Annapolis Financial Services’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
2023
Q2 		– Sell
-714
Closed -$16.2K – 499
2023
Q1 		$16.2K Buy
+714
New +$16.4K ﹤0.01% 267

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AA
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LWMT
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Annapolis Financial Services's SCHM Position: Q2 2023 in Review

Annapolis Financial Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 714 shares — an estimated $16.2K sold.

Annapolis Financial Services first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $16.2K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Annapolis Financial Services reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Annapolis Financial Services sold 714 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $16.2K.
  • Annapolis Financial Services first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Annapolis Financial Services's Schwab US Mid-Cap ETF position peaked at $16.2K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Annapolis Financial Services's 13F filing for Q2 2023, filed 18 Jul 2023.