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Confluence Wealth Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Confluence Wealth Services’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
-147
Closed -$3K – 984
2021
Q4 		$3K Buy
+147
New +$3.92K ﹤0.01% 1120

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Confluence Wealth Services's SCHM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 147 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 147 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Schwab US Mid-Cap ETF position peaked at $3K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.