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Carolinas Wealth Consulting’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Carolinas Wealth Consulting’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
Q3 		– Sell
-246
Closed -$4K – 996
2020
Q2 		$4K Hold
246
– – ﹤0.01% 429
2020
Q1 		$3K Buy
+246
New +$4.5K ﹤0.01% 166

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Carolinas Wealth Consulting's SCHM Position: Q3 2020 in Review

Carolinas Wealth Consulting sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2020, closing a stake of 246 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in SCHM in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 589 funds tracked by Wall St. Rank hold SCHM as of Q3 2020.

  • Carolinas Wealth Consulting reported no remaining Schwab US Mid-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 246 Schwab US Mid-Cap ETF shares in Q3 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Schwab US Mid-Cap ETF position peaked at $4K in Q2 2020.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2020, filed 12 Nov 2020.