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DWM Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

DWM Financial Group’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
Q1 		– Sell
-20,700
Closed -$415K – 33
2019
Q4 		$415K Buy
+20,700
New +$401K 0.42% 23

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DWM Financial Group's SCHM Position: Q1 2020 in Review

DWM Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 20,700 shares — an estimated $415K sold.

DWM Financial Group first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $415K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • DWM Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • DWM Financial Group sold 20,700 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $415K.
  • DWM Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • DWM Financial Group's Schwab US Mid-Cap ETF position peaked at $415K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on DWM Financial Group's 13F filing for Q1 2020, filed 13 May 2020.