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Becker Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Becker Capital Management’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
-8,940
Closed -$202K – 275
2023
Q1 		$202K Buy
+8,940
New +$206K 0.01% 253

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MGIA
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UBS Group
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AA
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LWMT
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Northwestern Mutual Wealth Management
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Cerity Partners
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Becker Capital Management's SCHM Position: Q2 2023 in Review

Becker Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 8,940 shares — an estimated $202K sold.

Becker Capital Management first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $202K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Becker Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Becker Capital Management sold 8,940 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $202K.
  • Becker Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Becker Capital Management's Schwab US Mid-Cap ETF position peaked at $202K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Becker Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.