SW
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SteelPeak Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SteelPeak Wealth’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
-16,848
Closed -$338K – 296
2019
Q4 		$338K Buy
+16,848
New +$326K 0.05% 194

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HSA
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SteelPeak Wealth's SCHM Position: Q1 2020 in Review

SteelPeak Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2020, closing a stake of 16,848 shares — an estimated $338K sold.

SteelPeak Wealth first reported a position in SCHM in Q4 2019 and held it in 1 quarter. The position peaked at $338K in Q4 2019. 589 funds tracked by Wall St. Rank hold SCHM as of Q1 2020.

  • SteelPeak Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • SteelPeak Wealth sold 16,848 Schwab US Mid-Cap ETF shares in Q1 2020, an estimated $338K.
  • SteelPeak Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • SteelPeak Wealth's Schwab US Mid-Cap ETF position peaked at $338K in Q4 2019.
  • 589 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2020.

Based on SteelPeak Wealth's 13F filing for Q1 2020, filed 16 Apr 2020.