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

Focused 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
Q2 		– Sell
-69
Closed -$2K – 1056
2022
Q1 		$2K Hold
69
– – ﹤0.01% 810
2021
Q4 		$2K Hold
69
– – ﹤0.01% 827
2021
Q3 		$2K Hold
69
– – ﹤0.01% 826
2021
Q2 		$2K Hold
69
– – ﹤0.01% 826
2021
Q1 		$2K Hold
69
– – ﹤0.01% 820
2020
Q4 		$2K Buy
+69
New +$1.44K ﹤0.01% 746

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UBS Group
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BBA
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LWMT
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Ameriprise
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AA
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MGIA
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Focused Wealth Management's SCHM Position: Q2 2022 in Review

Focused Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 69 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in SCHM in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Focused Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Focused Wealth Management sold 69 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $2K.
  • Focused Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Focused Wealth Management's Schwab US Mid-Cap ETF position peaked at $2K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.