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Vawter Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Vawter Financial’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
Q2 		– Sell
-7,629
Closed -$207K – 90
2024
Q1 		$207K Buy
+7,629
New +$195K 0.15% 84

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MGIA
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Wealth Enhancement Advisory Services
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Cerity Partners
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AA
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LWMT
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Vawter Financial's SCHM Position: Q2 2024 in Review

Vawter Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 7,629 shares — an estimated $207K sold.

Vawter Financial first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Vawter Financial reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Vawter Financial sold 7,629 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $207K.
  • Vawter Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Vawter Financial's Schwab US Mid-Cap ETF position peaked at $207K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Vawter Financial's 13F filing for Q2 2024, filed 2 Aug 2024.