EARNEST Partners
SCHM icon

EARNEST Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

EARNEST Partners’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
-4,125
Closed -$90.2K – 1174
2022
Q4 		$90.2K Buy
+4,125
New +$90.4K ﹤0.01% 306

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EARNEST Partners's SCHM Position: Q1 2023 in Review

EARNEST Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 4,125 shares — an estimated $90.2K sold.

EARNEST Partners first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $90.2K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • EARNEST Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • EARNEST Partners sold 4,125 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $90.2K.
  • EARNEST Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • EARNEST Partners's Schwab US Mid-Cap ETF position peaked at $90.2K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on EARNEST Partners's 13F filing for Q1 2023, filed 15 May 2023.