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CKW Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

CKW Financial Group’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
Q3 		– Sell
-2,724
Closed -$72K – 244
2021
Q2 		$72K Buy
+2,724
New +$70.4K 0.01% 102

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CKW Financial Group's SCHM Position: Q3 2021 in Review

CKW Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2021, closing a stake of 2,724 shares — an estimated $72K sold.

CKW Financial Group first reported a position in SCHM in Q2 2021 and held it in 1 quarter. The position peaked at $72K in Q2 2021. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • CKW Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • CKW Financial Group sold 2,724 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $72K.
  • CKW Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 1 quarter.
  • CKW Financial Group's Schwab US Mid-Cap ETF position peaked at $72K in Q2 2021.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on CKW Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.