M1FG
SCHM icon

Mach-1 Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mach-1 Financial Group’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
-255
Closed -$5.77M – 314
2023
Q1 		$5.77M Buy
+255
New +$5.87K 0.04% 171
2022
Q4 		– Sell
-255
Closed -$5K – 394
2022
Q3 		$5K Hold
255
– – 0.01% 280
2022
Q2 		$5K Buy
+255
New +$5.88K ﹤0.01% 304

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PCIA
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MGIA
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UBS Group
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AA
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LWMT
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Northwestern Mutual Wealth Management
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Cerity Partners
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