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Bowman & Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bowman & Company’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
Q4 		– Sell
-18,282
Closed -$369K – 89
2022
Q3 		$369K Buy
+18,282
New +$408K 0.33% 60

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Bowman & Company's SCHM Position: Q4 2022 in Review

Bowman & Company sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 18,282 shares — an estimated $369K sold.

Bowman & Company first reported a position in SCHM in Q3 2022 and held it in 1 quarter. The position peaked at $369K in Q3 2022. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Bowman & Company reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Bowman & Company sold 18,282 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $369K.
  • Bowman & Company first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Bowman & Company's Schwab US Mid-Cap ETF position peaked at $369K in Q3 2022.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Bowman & Company's 13F filing for Q4 2022, filed 20 Jan 2023.