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SNS Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SNS Financial Group’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
-10,494
Closed -$210K – 226
2019
Q4 		$210K Sell
10,494
-3,018
-22% -$58.4K 0.04% 199
2019
Q3 		$255K Sell
13,512
-84
-0.6% -$1.59K 0.05% 164
2019
Q2 		$259K Buy
+13,596
New +$254K 0.05% 167

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SNS Financial Group's SCHM Position: Q1 2020 in Review

SNS Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 10,494 shares — an estimated $210K sold.

SNS Financial Group first reported a position in SCHM in Q2 2019 and held it in 3 quarters. The position peaked at $259K in Q2 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • SNS Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • SNS Financial Group sold 10,494 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $210K.
  • SNS Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 3 quarters.
  • SNS Financial Group's Schwab US Mid-Cap ETF position peaked at $259K in Q2 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on SNS Financial Group's 13F filing for Q1 2020, filed 7 May 2020.