WMR
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Wealth Management Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Wealth Management Resources’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
Q1 		– Sell
-8,727
Closed -$234K – 49
2021
Q4 		$234K Buy
+8,727
New +$233K 0.15% 44

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Wealth Management Resources's SCHM Position: Q1 2022 in Review

Wealth Management Resources sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 8,727 shares — an estimated $234K sold.

Wealth Management Resources first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Wealth Management Resources reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Resources sold 8,727 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $234K.
  • Wealth Management Resources first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Management Resources's Schwab US Mid-Cap ETF position peaked at $234K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Wealth Management Resources's 13F filing for Q1 2022, filed 20 Apr 2022.