TCWM
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Total Clarity Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Total Clarity 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
2022
Q3 		– Sell
-150
Closed -$3K – 832
2022
Q2 		$3K Buy
+150
New +$3.46K ﹤0.01% 897

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BBA
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LWMT
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MGIA
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Total Clarity Wealth Management's SCHM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 150 shares — an estimated $3K sold.

Total Clarity Wealth Management first reported a position in SCHM in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 150 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $3K.
  • Total Clarity Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Schwab US Mid-Cap ETF position peaked at $3K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.