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

Financial Advantage’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
2019
Q4 		– Sell
-6,051
Closed -$114K – 136
2019
Q3 		$114K Buy
+6,051
New +$114K 0.08% 43

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Financial Advantage's SCHM Position: Q4 2019 in Review

Financial Advantage sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2019, closing a stake of 6,051 shares — an estimated $114K sold.

Financial Advantage first reported a position in SCHM in Q3 2019 and held it in 1 quarter. The position peaked at $114K in Q3 2019. 624 funds tracked by Wall St. Rank hold SCHM as of Q4 2019.

  • Financial Advantage reported no remaining Schwab US Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Advantage sold 6,051 Schwab US Mid-Cap ETF shares in Q4 2019, an estimated $114K.
  • Financial Advantage first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 1 quarter.
  • Financial Advantage's Schwab US Mid-Cap ETF position peaked at $114K in Q3 2019.
  • 624 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.