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Carmel Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Carmel Capital Partners’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
Q3 		– Sell
-6,825
Closed -$162K – 770
2023
Q2 		$162K Hold
6,825
– – 0.08% 132
2023
Q1 		$154K Buy
+6,825
New +$157K 0.09% 143

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Carmel Capital Partners's SCHM Position: Q3 2023 in Review

Carmel Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 6,825 shares — an estimated $162K sold.

Carmel Capital Partners first reported a position in SCHM in Q1 2023 and held it in 2 quarters. The position peaked at $162K in Q2 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Carmel Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 6,825 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $162K.
  • Carmel Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Carmel Capital Partners's Schwab US Mid-Cap ETF position peaked at $162K in Q2 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Carmel Capital Partners's 13F filing for Q3 2023, filed 27 Oct 2023.