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

MidWestOne 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
2020
Q1 		– Sell
-23,883
Closed -$478K – 223
2019
Q4 		$478K Sell
23,883
-5,814
-20% -$113K 0.1% 155
2019
Q3 		$560K Hold
29,697
– – 0.17% 129
2019
Q2 		$565K Buy
+29,697
New +$556K 0.16% 152

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MidWestOne Financial Group's SCHM Position: Q1 2020 in Review

MidWestOne Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 23,883 shares — an estimated $478K sold.

MidWestOne Financial Group first reported a position in SCHM in Q2 2019 and held it in 3 quarters. The position peaked at $565K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • MidWestOne Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • MidWestOne Financial Group sold 23,883 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $478K.
  • MidWestOne Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
  • MidWestOne Financial Group's Schwab US Mid-Cap ETF position peaked at $565K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on MidWestOne Financial Group's 13F filing for Q1 2020, filed 14 May 2020.