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Strategic Financial Concepts’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-117,006
Closed -$484 – 634
2024
Q2 		$484 Buy
+117,006
New +$3.06M ﹤0.01% 650

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AA
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LWMT
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Strategic Financial Concepts's SCHM Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 117,006 shares — an estimated $484 sold.

Strategic Financial Concepts first reported a position in SCHM in Q2 2024 and held it in 1 quarter. The position peaked at $484 in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 117,006 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $484.
  • Strategic Financial Concepts first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Schwab US Mid-Cap ETF position peaked at $484 in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.