MSCM
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McElhenny Sheffield Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-534
Closed -$11.7K – 514
2022
Q4 		$11.7K Buy
+534
New +$11.7K 0.01% 321

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LWMT
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GI
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McElhenny Sheffield Capital Management's SCHM Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 534 shares — an estimated $11.7K sold.

McElhenny Sheffield Capital Management first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $11.7K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 534 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $11.7K.
  • McElhenny Sheffield Capital Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Schwab US Mid-Cap ETF position peaked at $11.7K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.