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

Stansberry 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
2022
Q3 		– Sell
-11,073
Closed -$232K – 114
2022
Q2 		$232K Buy
+11,073
New +$256K 0.05% 101

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Stansberry Asset Management's SCHM Position: Q3 2022 in Review

Stansberry Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 11,073 shares — an estimated $232K sold.

Stansberry Asset Management first reported a position in SCHM in Q2 2022 and held it in 1 quarter. The position peaked at $232K in Q2 2022. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Stansberry Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Stansberry Asset Management sold 11,073 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $232K.
  • Stansberry Asset Management first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Stansberry Asset Management's Schwab US Mid-Cap ETF position peaked at $232K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Stansberry Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.