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BNC Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BNC Wealth 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
2022
Q2 		– Sell
-9,120
Closed -$231K – 127
2022
Q1 		$231K Hold
9,120
– – 0.11% 108
2021
Q4 		$245K Buy
+9,120
New +$243K 0.12% 102

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BNC Wealth Management's SCHM Position: Q2 2022 in Review

BNC Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 9,120 shares — an estimated $231K sold.

BNC Wealth Management first reported a position in SCHM in Q4 2021 and held it in 2 quarters. The position peaked at $245K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • BNC Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • BNC Wealth Management sold 9,120 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $231K.
  • BNC Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • BNC Wealth Management's Schwab US Mid-Cap ETF position peaked at $245K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on BNC Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.