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Davidson Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Davidson Capital 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
2023
Q1 		– Sell
-129
Closed -$2.82K – 131
2022
Q4 		$2.82K Buy
+129
New +$2.83K ﹤0.01% 93

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LWMT
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AA
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GI
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Davidson Capital Management's SCHM Position: Q1 2023 in Review

Davidson Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 129 shares — an estimated $2.82K sold.

Davidson Capital Management first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $2.82K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Davidson Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Davidson Capital Management sold 129 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $2.82K.
  • Davidson Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Davidson Capital Management's Schwab US Mid-Cap ETF position peaked at $2.82K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.