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Boston Financial Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Boston Financial 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
2020
Q2 		– Sell
-14,637
Closed -$206K – 282
2020
Q1 		$206K Hold
14,637
– – 0.01% 223
2019
Q4 		$293K Buy
+14,637
New +$283K 0.02% 212

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UBS Group
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HSA
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Boston Financial Management's SCHM Position: Q2 2020 in Review

Boston Financial Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 14,637 shares — an estimated $206K sold.

Boston Financial Management first reported a position in SCHM in Q4 2019 and held it in 2 quarters. The position peaked at $293K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Boston Financial Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Boston Financial Management sold 14,637 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $206K.
  • Boston Financial Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Boston Financial Management's Schwab US Mid-Cap ETF position peaked at $293K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Boston Financial Management's 13F filing for Q2 2020, filed 10 Aug 2020.