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Lifeworks Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lifeworks Advisors’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
2022
Q1 		– Sell
-7,773
Closed -$208K – 136
2021
Q4 		$208K Buy
+7,773
New +$207K 0.17% 108

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LWMT
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RJFSA
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Lifeworks Advisors's SCHM Position: Q1 2022 in Review

Lifeworks Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 7,773 shares — an estimated $208K sold.

Lifeworks Advisors first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $208K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Lifeworks Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 7,773 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $208K.
  • Lifeworks Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Lifeworks Advisors's Schwab US Mid-Cap ETF position peaked at $208K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Lifeworks Advisors's 13F filing for Q1 2022, filed 16 May 2022.