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

Pacific 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
2019
Q1 		– Sell
-831,240
Closed -$13.3M – 73
2018
Q4 		$13.3M Buy
+831,240
New +$14.5M 2.11% 15

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Pacific Financial Group's SCHM Position: Q1 2019 in Review

Pacific Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2019, closing a stake of 831,240 shares — an estimated $13.3M sold.

Pacific Financial Group first reported a position in SCHM in Q4 2018 and held it in 1 quarter. The position peaked at $13.3M in Q4 2018. 528 funds tracked by Wall St. Rank hold SCHM as of Q1 2019.

  • Pacific Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Pacific Financial Group sold 831,240 Schwab US Mid-Cap ETF shares in Q1 2019, an estimated $13.3M.
  • Pacific Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 1 quarter.
  • Pacific Financial Group's Schwab US Mid-Cap ETF position peaked at $13.3M in Q4 2018.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2019.

Based on Pacific Financial Group's 13F filing for Q1 2019, filed 14 May 2019.