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Comprehensive Financial Consultants Institutional’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-339
Closed -$8K – 430
2021
Q4 		$8K Buy
+339
New +$9.04K 0.01% 359

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Comprehensive Financial Consultants Institutional's SCHM Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 339 shares — an estimated $8K sold.

Comprehensive Financial Consultants Institutional first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 339 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $8K.
  • Comprehensive Financial Consultants Institutional first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Schwab US Mid-Cap ETF position peaked at $8K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.