Capital Advisory Group Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHM
SS
SWM
LWMT
PCIA
HSA
Capital Advisory Group Advisory Services's SCHM Position: Q1 2020 in Review
Capital Advisory Group Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 9,381 shares — an estimated $189K sold.
Capital Advisory Group Advisory Services first reported a position in SCHM in Q1 2018 and held it in 2 quarters. The position peaked at $189K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.
- Capital Advisory Group Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
- Capital Advisory Group Advisory Services sold 9,381 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $189K.
- Capital Advisory Group Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 2 quarters.
- Capital Advisory Group Advisory Services's Schwab US Mid-Cap ETF position peaked at $189K in Q4 2019.
- 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.
Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.