EWM
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Endurance Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Endurance Wealth 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
2022
Q1 		– Sell
-6
Closed – – 655
2021
Q4 		$0 Buy
+6
New +$160 ﹤0.01% 646

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Endurance Wealth Management's SCHM Position: Q1 2022 in Review

Endurance Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 6 shares.

Endurance Wealth Management first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Endurance Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Endurance Wealth Management sold 6 Schwab US Mid-Cap ETF shares in Q1 2022.
  • Endurance Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Endurance Wealth Management's Schwab US Mid-Cap ETF position peaked at $0 in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Endurance Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.