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Evanson Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Evanson Asset 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
2021
Q2 		– Sell
-14,634
Closed -$363K – 291
2021
Q1 		$363K Buy
+14,634
New +$355K 0.05% 198

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Evanson Asset Management's SCHM Position: Q2 2021 in Review

Evanson Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 14,634 shares — an estimated $363K sold.

Evanson Asset Management first reported a position in SCHM in Q1 2021 and held it in 1 quarter. The position peaked at $363K in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • Evanson Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • Evanson Asset Management sold 14,634 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $363K.
  • Evanson Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • Evanson Asset Management's Schwab US Mid-Cap ETF position peaked at $363K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on Evanson Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.