TWM
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TMD Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TMD Wealth 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
2021
Q2 		– Sell
-9,312
Closed -$231K – 40
2021
Q1 		$231K Buy
+9,312
New +$226K 0.11% 35

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TMD Wealth Management's SCHM Position: Q2 2021 in Review

TMD Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2021, closing a stake of 9,312 shares — an estimated $231K sold.

TMD Wealth Management first reported a position in SCHM in Q1 2021 and held it in 1 quarter. The position peaked at $231K in Q1 2021. 695 funds tracked by Wall St. Rank hold SCHM as of Q2 2021.

  • TMD Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • TMD Wealth Management sold 9,312 Schwab US Mid-Cap ETF shares in Q2 2021, an estimated $231K.
  • TMD Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 1 quarter.
  • TMD Wealth Management's Schwab US Mid-Cap ETF position peaked at $231K in Q1 2021.
  • 695 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2021.

Based on TMD Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.