QCMNJ
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Quantum Capital Management (New Jersey)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quantum Capital Management (New Jersey)’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
2020
Q1 		– Sell
-150
Closed -$3K – 39
2019
Q4 		$3K Hold
150
– – ﹤0.01% 37
2019
Q3 		$3K Buy
+150
New +$2.83K ﹤0.01% 36

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PCIA
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Quantum Capital Management (New Jersey)'s SCHM Position: Q1 2020 in Review

Quantum Capital Management (New Jersey) sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 150 shares — an estimated $3K sold.

Quantum Capital Management (New Jersey) first reported a position in SCHM in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • Quantum Capital Management (New Jersey) reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Quantum Capital Management (New Jersey) sold 150 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $3K.
  • Quantum Capital Management (New Jersey) first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 2 quarters.
  • Quantum Capital Management (New Jersey)'s Schwab US Mid-Cap ETF position peaked at $3K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on Quantum Capital Management (New Jersey)'s 13F filing for Q1 2020, filed 14 May 2020.