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Lavaca Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lavaca Capital’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
2019
Q2 		– Sell
-2,244
Closed -$41K – 303
2019
Q1 		$41K Hold
2,244
– – 0.03% 165
2018
Q4 		$36K Buy
+2,244
New +$39.2K 0.04% 146

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OIA
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LWMT
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HSA
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Morgan Stanley
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FMT
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UBS Group
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Ameriprise
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Lavaca Capital's SCHM Position: Q2 2019 in Review

Lavaca Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 2,244 shares — an estimated $41K sold.

Lavaca Capital first reported a position in SCHM in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2019. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • Lavaca Capital reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 2,244 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $41K.
  • Lavaca Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's Schwab US Mid-Cap ETF position peaked at $41K in Q1 2019.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.