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Godsey & Gibb Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Godsey & Gibb Inc’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
2026
Q2 		– Sell
-923
Closed -$28.6K – 399
2026
Q1 		$28.6K Buy
+923
New +$29.4K ﹤0.01% 207

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Godsey & Gibb Inc's SCHM Position: Q2 2026 in Review

Godsey & Gibb Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 923 shares — an estimated $28.6K sold.

Godsey & Gibb Inc first reported a position in SCHM in Q1 2026 and held it in 1 quarter. The position peaked at $28.6K in Q1 2026. 1,074 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Godsey & Gibb Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Godsey & Gibb Inc sold 923 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $28.6K.
  • Godsey & Gibb Inc first reported a position in Schwab US Mid-Cap ETF in Q1 2026 and held it in 1 quarter.
  • Godsey & Gibb Inc's Schwab US Mid-Cap ETF position peaked at $28.6K in Q1 2026.
  • 1,074 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.