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

Jeppson 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
2020
Q4 		– Sell
-1,200
Closed -$22K – 374
2020
Q3 		$22K Buy
+1,200
New +$22.2K 0.02% 323

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Jeppson Wealth Management's SCHM Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2020, closing a stake of 1,200 shares — an estimated $22K sold.

Jeppson Wealth Management first reported a position in SCHM in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,200 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $22K.
  • Jeppson Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Schwab US Mid-Cap ETF position peaked at $22K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.