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Saxony Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Saxony Capital 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
2024
Q2 		– Sell
-8,985
Closed -$244K – 136
2024
Q1 		$244K Buy
+8,985
New +$229K 0.29% 83

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Saxony Capital Management's SCHM Position: Q2 2024 in Review

Saxony Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 8,985 shares — an estimated $244K sold.

Saxony Capital Management first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $244K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Saxony Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Saxony Capital Management sold 8,985 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $244K.
  • Saxony Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Saxony Capital Management's Schwab US Mid-Cap ETF position peaked at $244K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Saxony Capital Management's 13F filing for Q2 2024, filed 26 Jul 2024.