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Freedom Wealth Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-678
Closed -$14.8K – 377
2022
Q4 		$14.8K Buy
+678
New +$14.9K 0.02% 237

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GI
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Freedom Wealth Alliance's SCHM Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 678 shares — an estimated $14.8K sold.

Freedom Wealth Alliance first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 678 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $14.8K.
  • Freedom Wealth Alliance first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Schwab US Mid-Cap ETF position peaked at $14.8K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.