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Rinkey Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rinkey Investments’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
2022
Q1 		– Sell
-462
Closed -$12K – 204
2021
Q4 		$12K Buy
+462
New +$12.3K 0.01% 143

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PCIA
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BBA
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LWMT
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RJFSA
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AA
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Northwestern Mutual Wealth Management
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Rinkey Investments's SCHM Position: Q1 2022 in Review

Rinkey Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 462 shares — an estimated $12K sold.

Rinkey Investments first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Rinkey Investments reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Rinkey Investments sold 462 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $12K.
  • Rinkey Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Rinkey Investments's Schwab US Mid-Cap ETF position peaked at $12K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Rinkey Investments's 13F filing for Q1 2022, filed 9 May 2022.