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

Private Portfolio 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
2019
Q3 		– Sell
-38,604
Closed -$735K – 224
2019
Q2 		$735K Buy
38,604
+15,642
+68% +$293K 0.32% 87
2019
Q1 		$424K Buy
+22,962
New +$410K 0.22% 111

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Private Portfolio Partners's SCHM Position: Q3 2019 in Review

Private Portfolio Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2019, closing a stake of 38,604 shares — an estimated $735K sold.

Private Portfolio Partners first reported a position in SCHM in Q1 2019 and held it in 2 quarters. The position peaked at $735K in Q2 2019. 549 funds tracked by Wall St. Rank hold SCHM as of Q3 2019.

  • Private Portfolio Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2019 after selling out during the quarter.
  • Private Portfolio Partners sold 38,604 Schwab US Mid-Cap ETF shares in Q3 2019, an estimated $735K.
  • Private Portfolio Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 2 quarters.
  • Private Portfolio Partners's Schwab US Mid-Cap ETF position peaked at $735K in Q2 2019.
  • 549 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2019.

Based on Private Portfolio Partners's 13F filing for Q3 2019, filed 13 Nov 2019.