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

Iron Horse 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
2023
Q2 		– Sell
-234
Closed -$5.29K – 345
2023
Q1 		$5.29K Buy
+234
New +$5.39K ﹤0.01% 198

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Iron Horse Wealth Management's SCHM Position: Q2 2023 in Review

Iron Horse Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 234 shares — an estimated $5.29K sold.

Iron Horse Wealth Management first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $5.29K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Iron Horse Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 234 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $5.29K.
  • Iron Horse Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.29K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Iron Horse Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.