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Palisade Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Palisade Asset 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
2024
Q1 		– Sell
-10,212
Closed -$256K – 409
2023
Q4 		$256K Buy
+10,212
New +$234K 0.03% 185

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Cerity Partners
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PCIA
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AA
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Palisade Asset Management's SCHM Position: Q1 2024 in Review

Palisade Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 10,212 shares — an estimated $256K sold.

Palisade Asset Management first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $256K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Palisade Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Palisade Asset Management sold 10,212 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $256K.
  • Palisade Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Palisade Asset Management's Schwab US Mid-Cap ETF position peaked at $256K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Palisade Asset Management's 13F filing for Q1 2024, filed 1 May 2024.