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Gerber Kawasaki Wealth & Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-522
Closed -$13K – 937
2021
Q3 		$13K Buy
+522
New +$13.6K ﹤0.01% 588

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BBA
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LWMT
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RJFSA
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Ameriprise
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Thrivent Financial for Lutherans
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Gerber Kawasaki Wealth & Investment Management's SCHM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 522 shares — an estimated $13K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHM in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 770 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 522 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $13K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab US Mid-Cap ETF position peaked at $13K in Q3 2021.
  • 770 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.