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Obermeyer Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-2,166
Closed -$23K – 238
2013
Q2 		$23K Buy
+2,166
New +$23.1K 0.01% 183

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Obermeyer Wealth Partners's SCHM Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2013, closing a stake of 2,166 shares — an estimated $23K sold.

Obermeyer Wealth Partners first reported a position in SCHM in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 65 funds tracked by Wall St. Rank hold SCHM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,166 Schwab US Mid-Cap ETF shares in Q3 2013, an estimated $23K.
  • Obermeyer Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Schwab US Mid-Cap ETF position peaked at $23K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.