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TFO Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TFO Wealth 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
2022
Q2 		– Sell
-9,969
Closed -$252K – 509
2022
Q1 		$252K Sell
9,969
-2,100
-17% -$52.6K 0.05% 39
2021
Q4 		$314K Buy
+12,069
New +$322K 0.06% 32

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TFO Wealth Partners's SCHM Position: Q2 2022 in Review

TFO Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 9,969 shares — an estimated $252K sold.

TFO Wealth Partners first reported a position in SCHM in Q4 2021 and held it in 2 quarters. The position peaked at $314K in Q4 2021. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • TFO Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • TFO Wealth Partners sold 9,969 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $252K.
  • TFO Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • TFO Wealth Partners's Schwab US Mid-Cap ETF position peaked at $314K in Q4 2021.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on TFO Wealth Partners's 13F filing for Q2 2022, filed 18 Jul 2022.