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Fourpath Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fourpath Capital 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
2024
Q4 		– Sell
-750
Closed -$20.8K – 662
2024
Q3 		$20.8K Buy
+750
New +$19.9K ﹤0.01% 419

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MGIA
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Cerity Partners
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Wealth Enhancement Advisory Services
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AA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fourpath Capital Management's SCHM Position: Q4 2024 in Review

Fourpath Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 750 shares — an estimated $20.8K sold.

Fourpath Capital Management first reported a position in SCHM in Q3 2024 and held it in 1 quarter. The position peaked at $20.8K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Fourpath Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 750 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $20.8K.
  • Fourpath Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Schwab US Mid-Cap ETF position peaked at $20.8K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.