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

Parisi Gray 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
Q2 		– Sell
-513
Closed -$9K – 383
2019
Q1 		$9K Sell
513
-162
-24% -$2.9K 0.01% 393
2018
Q4 		$11K Buy
+675
New +$11.8K 0.01% 382

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LWMT
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HSA
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Ameriprise
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Parisi Gray Wealth Management's SCHM Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2019, closing a stake of 513 shares — an estimated $9K sold.

Parisi Gray Wealth Management first reported a position in SCHM in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q4 2018. 540 funds tracked by Wall St. Rank hold SCHM as of Q2 2019.

  • Parisi Gray Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 513 Schwab US Mid-Cap ETF shares in Q2 2019, an estimated $9K.
  • Parisi Gray Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • Parisi Gray Wealth Management's Schwab US Mid-Cap ETF position peaked at $11K in Q4 2018.
  • 540 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.