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Danda Trouve Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Danda Trouve Investment 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
2020
Q2 		– Sell
-201
Closed -$3K – 178
2020
Q1 		$3K Buy
201
+3
+2% +$55 0.01% 138
2019
Q4 		$4K Buy
+198
New +$3.83K 0.01% 145

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SWM
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Ameriprise
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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Northwestern Mutual Wealth Management
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HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Danda Trouve Investment Management's SCHM Position: Q2 2020 in Review

Danda Trouve Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2020, closing a stake of 201 shares — an estimated $3K sold.

Danda Trouve Investment Management first reported a position in SCHM in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 583 funds tracked by Wall St. Rank hold SCHM as of Q2 2020.

  • Danda Trouve Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Danda Trouve Investment Management sold 201 Schwab US Mid-Cap ETF shares in Q2 2020, an estimated $3K.
  • Danda Trouve Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Danda Trouve Investment Management's Schwab US Mid-Cap ETF position peaked at $4K in Q4 2019.
  • 583 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2020.

Based on Danda Trouve Investment Management's 13F filing for Q2 2020, filed 3 Aug 2020.