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

Ford 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
2022
Q1 		– Sell
-300
Closed -$8 – 427
2021
Q4 		$8 Buy
+300
New +$8K ﹤0.01% 353
2021
Q3 		– Sell
-300
Closed -$7K – 455
2021
Q2 		$7K Buy
+300
New +$7.75K ﹤0.01% 373

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Ford Financial Group's SCHM Position: Q1 2022 in Review

Ford Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 300 shares — an estimated $8 sold.

Ford Financial Group first reported a position in SCHM in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Ford Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Ford Financial Group sold 300 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $8.
  • Ford Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Ford Financial Group's Schwab US Mid-Cap ETF position peaked at $7K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.