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

Ethos 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
2023
Q3 		– Sell
-70,038
Closed -$1.58M – 195
2023
Q2 		$1.58M Hold
70,038
– – 0.54% 39
2023
Q1 		$1.58M Buy
+70,038
New +$1.61M 0.49% 41

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Ethos Financial Group's SCHM Position: Q3 2023 in Review

Ethos Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 70,038 shares — an estimated $1.58M sold.

Ethos Financial Group first reported a position in SCHM in Q1 2023 and held it in 2 quarters. The position peaked at $1.58M in Q2 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Ethos Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Ethos Financial Group sold 70,038 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $1.58M.
  • Ethos Financial Group first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • Ethos Financial Group's Schwab US Mid-Cap ETF position peaked at $1.58M in Q2 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Ethos Financial Group's 13F filing for Q3 2023, filed 13 Nov 2023.