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MorganRosel Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MorganRosel Wealth 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
2019
Q1 		– Sell
-134,160
Closed -$2.14M – 77
2018
Q4 		$2.14M Buy
+134,160
New +$2.34M 2.22% 11

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MorganRosel Wealth Management's SCHM Position: Q1 2019 in Review

MorganRosel Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 134,160 shares — an estimated $2.14M sold.

MorganRosel Wealth Management first reported a position in SCHM in Q4 2018 and held it in 1 quarter. The position peaked at $2.14M in Q4 2018. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

  • MorganRosel Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 134,160 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $2.14M.
  • MorganRosel Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • MorganRosel Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.14M in Q4 2018.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on MorganRosel Wealth Management's 13F filing for Q1 2019, filed 9 Apr 2019.