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

Leeward Financial Partners’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
2024
Q2 		– Sell
-18,747
Closed -$509K – 94
2024
Q1 		$509K Sell
18,747
-84
-0.4% -$2.14K 0.22% 62
2023
Q4 		$473K Buy
+18,831
New +$431K 0.23% 60

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Leeward Financial Partners's SCHM Position: Q2 2024 in Review

Leeward Financial Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 18,747 shares — an estimated $509K sold.

Leeward Financial Partners first reported a position in SCHM in Q4 2023 and held it in 2 quarters. The position peaked at $509K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Leeward Financial Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Leeward Financial Partners sold 18,747 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $509K.
  • Leeward Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Leeward Financial Partners's Schwab US Mid-Cap ETF position peaked at $509K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Leeward Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.