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Winch Advisory Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Winch Advisory Services’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
2020
Q4 		– Sell
-57
Closed -$1K – 455
2020
Q3 		$1K Buy
+57
New +$1.06K ﹤0.01% 373

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Winch Advisory Services's SCHM Position: Q4 2020 in Review

Winch Advisory Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2020, closing a stake of 57 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in SCHM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 651 funds tracked by Wall St. Rank hold SCHM as of Q4 2020.

  • Winch Advisory Services reported no remaining Schwab US Mid-Cap ETF position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 57 Schwab US Mid-Cap ETF shares in Q4 2020, an estimated $1K.
  • Winch Advisory Services first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 1 quarter.
  • Winch Advisory Services's Schwab US Mid-Cap ETF position peaked at $1K in Q3 2020.
  • 651 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.