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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-11,142
Closed -$223K 61
2019
Q4
$223K Buy
+11,142
New +$216K 0.2% 56

Other funds holding SCHM

Fusion Capital's SCHM Position: Q1 2020 in Review

Fusion Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 11,142 shares — an estimated $223K sold.

Fusion Capital first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $223K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Fusion Capital reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Fusion Capital sold 11,142 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $223K.
  • Fusion Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Fusion Capital's Schwab US Mid-Cap ETF position peaked at $223K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Fusion Capital's 13F filing for Q1 2020, filed 15 May 2020.