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Baron Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baron Financial Group’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
Q3 		– Sell
-600
Closed -$12.5K – 170
2022
Q2 		$12.5K Hold
600
– – 0.01% 139
2022
Q1 		$15.2K Hold
600
– – 0.01% 146
2021
Q4 		$16.1K Hold
600
– – 0.01% 148
2021
Q3 		$15.3K Hold
600
– – 0.01% 153
2021
Q2 		$15.7K Hold
600
– – 0.01% 154
2021
Q1 		$14.9K Hold
600
– – 0.01% 155
2020
Q4 		$13.6K Hold
600
– – 0.01% 154
2020
Q3 		$11.1K Buy
+600
New +$11.1K 0.01% 167

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PCIA
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BBA
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LWMT
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AA
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Northwestern Mutual Wealth Management
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MGIA
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Baron Financial Group's SCHM Position: Q3 2022 in Review

Baron Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 600 shares — an estimated $12.5K sold.

Baron Financial Group first reported a position in SCHM in Q3 2020 and held it in 8 quarters. The position peaked at $16.1K in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Baron Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 600 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $12.5K.
  • Baron Financial Group first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Schwab US Mid-Cap ETF position peaked at $16.1K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.