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

Synergy 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
2025
Q1 		– Sell
-76
Closed -$6.3K – 704
2024
Q4 		$6.3K Buy
+76
New +$2.17K ﹤0.01% 540

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LWMT
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Synergy Asset Management's SCHM Position: Q1 2025 in Review

Synergy Asset Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2025, closing a stake of 76 shares — an estimated $6.3K sold.

Synergy Asset Management first reported a position in SCHM in Q4 2024 and held it in 1 quarter. The position peaked at $6.3K in Q4 2024. 911 funds tracked by Wall St. Rank hold SCHM as of Q1 2025.

  • Synergy Asset Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 76 Schwab US Mid-Cap ETF shares in Q1 2025, an estimated $6.3K.
  • Synergy Asset Management first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Schwab US Mid-Cap ETF position peaked at $6.3K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.