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Beacon Capital Management Inc (Ohio)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q1 		– Sell
-63
Closed -$1.38K – 119
2022
Q4 		$1.38K Buy
+63
New +$1.38K ﹤0.01% 79

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Beacon Capital Management Inc (Ohio)'s SCHM Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 63 shares — an estimated $1.38K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $1.38K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 63 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $1.38K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab US Mid-Cap ETF position peaked at $1.38K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.