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Tennessee Valley Asset Management Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-384
Closed -$9.64K – 612
2023
Q4 		$9.64K Buy
+384
New +$8.8K ﹤0.01% 463

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Tennessee Valley Asset Management Partners's SCHM Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 384 shares — an estimated $9.64K sold.

Tennessee Valley Asset Management Partners first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $9.64K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 384 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $9.64K.
  • Tennessee Valley Asset Management Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Schwab US Mid-Cap ETF position peaked at $9.64K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.