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SignalPoint Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SignalPoint Asset 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
2020
Q1 		– Sell
-22,398
Closed -$449K – 194
2019
Q4 		$449K Buy
22,398
+5,439
+32% +$105K 0.19% 105
2019
Q3 		$320K Buy
+16,959
New +$320K 0.14% 157

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SWM
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PCIA
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HSA
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SignalPoint Asset Management's SCHM Position: Q1 2020 in Review

SignalPoint Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 22,398 shares — an estimated $449K sold.

SignalPoint Asset Management first reported a position in SCHM in Q3 2019 and held it in 2 quarters. The position peaked at $449K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • SignalPoint Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • SignalPoint Asset Management sold 22,398 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $449K.
  • SignalPoint Asset Management first reported a position in Schwab US Mid-Cap ETF in Q3 2019 and held it in 2 quarters.
  • SignalPoint Asset Management's Schwab US Mid-Cap ETF position peaked at $449K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on SignalPoint Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.