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B&D White Capital Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

B&D White Capital Company’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
2021
Q1 		– Sell
-1,371
Closed -$31K – 78
2020
Q4 		$31K Buy
+1,371
New +$28.6K 0.02% 58

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B&D White Capital Company's SCHM Position: Q1 2021 in Review

B&D White Capital Company sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 1,371 shares — an estimated $31K sold.

B&D White Capital Company first reported a position in SCHM in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • B&D White Capital Company reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • B&D White Capital Company sold 1,371 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $31K.
  • B&D White Capital Company first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • B&D White Capital Company's Schwab US Mid-Cap ETF position peaked at $31K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on B&D White Capital Company's 13F filing for Q1 2021, filed 12 May 2021.