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Bordeaux Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bordeaux Wealth Advisors’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
-12,357
Closed -$280K – 109
2023
Q1 		$280K Buy
+12,357
New +$285K 0.14% 84

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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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Bordeaux Wealth Advisors's SCHM Position: Q2 2023 in Review

Bordeaux Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 12,357 shares — an estimated $280K sold.

Bordeaux Wealth Advisors first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $280K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Bordeaux Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 12,357 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $280K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $280K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.