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FWM
SCHM icon

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
Shares
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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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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