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

WoodTrust 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
Q1 		– Sell
-10,140
Closed -$255K – 179
2023
Q4 		$255K Buy
+10,140
New +$232K 0.04% 145

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WoodTrust Financial's SCHM Position: Q1 2024 in Review

WoodTrust Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 10,140 shares — an estimated $255K sold.

WoodTrust Financial first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • WoodTrust Financial reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • WoodTrust Financial sold 10,140 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $255K.
  • WoodTrust Financial first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • WoodTrust Financial's Schwab US Mid-Cap ETF position peaked at $255K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on WoodTrust Financial's 13F filing for Q1 2024, filed 17 Apr 2024.