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eCIO Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

eCIO Inc’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
2025
Q2 		– Sell
-21,616
Closed -$566K – 161
2025
Q1 		$566K Buy
+21,616
New +$602K 0.19% 59

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eCIO Inc's SCHM Position: Q2 2025 in Review

eCIO Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2025, closing a stake of 21,616 shares — an estimated $566K sold.

eCIO Inc first reported a position in SCHM in Q1 2025 and held it in 1 quarter. The position peaked at $566K in Q1 2025. 944 funds tracked by Wall St. Rank hold SCHM as of Q2 2025.

  • eCIO Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2025 after selling out during the quarter.
  • eCIO Inc sold 21,616 Schwab US Mid-Cap ETF shares in Q2 2025, an estimated $566K.
  • eCIO Inc first reported a position in Schwab US Mid-Cap ETF in Q1 2025 and held it in 1 quarter.
  • eCIO Inc's Schwab US Mid-Cap ETF position peaked at $566K in Q1 2025.
  • 944 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2025.

Based on eCIO Inc's 13F filing for Q2 2025, filed 8 Aug 2025.