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

Freedman Financial Associates’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
-123
Closed -$3K – 341
2022
Q1 		$3K Hold
123
– – ﹤0.01% 443
2021
Q4 		$3K Hold
123
– – ﹤0.01% 417
2021
Q3 		$3K Hold
123
– – ﹤0.01% 424
2021
Q2 		$3K Buy
+123
New +$3.18K ﹤0.01% 419

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LWMT
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MGIA
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Freedman Financial Associates's SCHM Position: Q2 2022 in Review

Freedman Financial Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 123 shares — an estimated $3K sold.

Freedman Financial Associates first reported a position in SCHM in Q2 2021 and held it in 4 quarters. The position peaked at $3K in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Freedman Financial Associates reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 123 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $3K.
  • Freedman Financial Associates first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
  • Freedman Financial Associates's Schwab US Mid-Cap ETF position peaked at $3K in Q1 2022.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.