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Greenhouse Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Greenhouse Wealth 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
Q1 		– Sell
-5,547
Closed -$126K – 110
2020
Q4 		$126K Buy
+5,547
New +$116K 0.12% 67

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Greenhouse Wealth Management's SCHM Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 5,547 shares — an estimated $126K sold.

Greenhouse Wealth Management first reported a position in SCHM in Q4 2020 and held it in 1 quarter. The position peaked at $126K in Q4 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 5,547 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $126K.
  • Greenhouse Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's Schwab US Mid-Cap ETF position peaked at $126K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.