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

Palladium 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
Q4 		– Sell
-120
Closed -$1K – 433
2013
Q3 		$1K Sell
120
-1,623
-93% -$18.3K ﹤0.01% 554
2013
Q2 		$19K Buy
+1,743
New +$18.6K ﹤0.01% 434

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LIM
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Palladium Partners's SCHM Position: Q4 2013 in Review

Palladium Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2013, closing a stake of 120 shares — an estimated $1K sold.

Palladium Partners first reported a position in SCHM in Q2 2013 and held it in 2 quarters. The position peaked at $19K in Q2 2013. 87 funds tracked by Wall St. Rank hold SCHM as of Q4 2013.

  • Palladium Partners reported no remaining Schwab US Mid-Cap ETF position as of Q4 2013 after selling out during the quarter.
  • Palladium Partners sold 120 Schwab US Mid-Cap ETF shares in Q4 2013, an estimated $1K.
  • Palladium Partners first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 2 quarters.
  • Palladium Partners's Schwab US Mid-Cap ETF position peaked at $19K in Q2 2013.
  • 87 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2013.

Based on Palladium Partners's 13F filing for Q4 2013, filed 21 Jan 2014.