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Goodman Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goodman Financial’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
2020
Q1 		– Sell
-10,065
Closed -$202K – 46
2019
Q4 		$202K Buy
+10,065
New +$195K 0.09% 45

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SWM
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HSA
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Goodman Financial's SCHM Position: Q1 2020 in Review

Goodman Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 10,065 shares — an estimated $202K sold.

Goodman Financial first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $202K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Goodman Financial reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Goodman Financial sold 10,065 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $202K.
  • Goodman Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Goodman Financial's Schwab US Mid-Cap ETF position peaked at $202K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Goodman Financial's 13F filing for Q1 2020, filed 14 May 2020.