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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-309
Closed -$5K – 415
2017
Q3 		$5K Buy
+309
New +$5.02K ﹤0.01% 334

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Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHM Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2017, closing a stake of 309 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHM in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 373 funds tracked by Wall St. Rank hold SCHM as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 309 Schwab US Mid-Cap ETF shares in Q4 2017, an estimated $5K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US Mid-Cap ETF position peaked at $5K in Q3 2017.
  • 373 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.