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COWA LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

COWA LLC’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
Q4 		– Sell
-3,981
Closed -$80K – 286
2022
Q3 		$80K Buy
+3,981
New +$88.8K 0.05% 156

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COWA LLC's SCHM Position: Q4 2022 in Review

COWA LLC sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 3,981 shares — an estimated $80K sold.

COWA LLC first reported a position in SCHM in Q3 2022 and held it in 1 quarter. The position peaked at $80K in Q3 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • COWA LLC reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 3,981 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $80K.
  • COWA LLC first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • COWA LLC's Schwab US Mid-Cap ETF position peaked at $80K in Q3 2022.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.