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Ciovacco Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ciovacco Capital 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
2021
Q2 		– Sell
-250,965
Closed -$6.26M – 30
2021
Q1 		$6.26M Buy
250,965
+73,230
+41% +$1.78M 5.08% 4
2020
Q4 		$4.04M Buy
+177,735
New +$3.71M 3.47% 10

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PCIA
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Ameriprise
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BBA
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Ciovacco Capital Management's SCHM Position: Q2 2021 in Review

Ciovacco Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 250,965 shares — an estimated $6.26M sold.

Ciovacco Capital Management first reported a position in SCHM in Q4 2020 and held it in 2 quarters. The position peaked at $6.26M in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • Ciovacco Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Ciovacco Capital Management sold 250,965 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $6.26M.
  • Ciovacco Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Ciovacco Capital Management's Schwab US Mid-Cap ETF position peaked at $6.26M in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Ciovacco Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.