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Arete Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Arete Wealth 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
2022
Q2 		– Sell
-7,983
Closed -$202K – 548
2022
Q1 		$202K Hold
7,983
– – 0.02% 481
2021
Q4 		$214K Buy
+7,983
New +$213K 0.02% 459

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UBS Group
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BBA
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LWMT
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MGIA
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Arete Wealth Advisors's SCHM Position: Q2 2022 in Review

Arete Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 7,983 shares — an estimated $202K sold.

Arete Wealth Advisors first reported a position in SCHM in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Arete Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 7,983 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $202K.
  • Arete Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Arete Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $214K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.