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Sadoff Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sadoff Investment 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
2021
Q1 		– Sell
-16,878
Closed -$384K – 96
2020
Q4 		$384K Sell
16,878
-11,784
-41% -$246K 0.03% 69
2020
Q3 		$530K Buy
+28,662
New +$531K 0.05% 62

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PCIA
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BBA
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RJFSA
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LWMT
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Sadoff Investment Management's SCHM Position: Q1 2021 in Review

Sadoff Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2021, closing a stake of 16,878 shares — an estimated $384K sold.

Sadoff Investment Management first reported a position in SCHM in Q3 2020 and held it in 2 quarters. The position peaked at $530K in Q3 2020. 668 funds tracked by Wall St. Rank hold SCHM as of Q1 2021.

  • Sadoff Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • Sadoff Investment Management sold 16,878 Schwab US Mid-Cap ETF shares in Q1 2021, an estimated $384K.
  • Sadoff Investment Management first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 2 quarters.
  • Sadoff Investment Management's Schwab US Mid-Cap ETF position peaked at $530K in Q3 2020.
  • 668 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2021.

Based on Sadoff Investment Management's 13F filing for Q1 2021, filed 11 May 2021.