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

PrairieView 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
2023
Q1 		– Sell
-747
Closed -$16K – 489
2022
Q4 		$16K Buy
+747
New +$16.4K ﹤0.01% 282

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UBS Group
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MGIA
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PrairieView Partners's SCHM Position: Q1 2023 in Review

PrairieView Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 747 shares — an estimated $16K sold.

PrairieView Partners first reported a position in SCHM in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • PrairieView Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • PrairieView Partners sold 747 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $16K.
  • PrairieView Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 1 quarter.
  • PrairieView Partners's Schwab US Mid-Cap ETF position peaked at $16K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on PrairieView Partners's 13F filing for Q1 2023, filed 8 May 2023.