WT Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHM
PCIA
MGIA
AA
LWMT
WT Wealth Management's SCHM Position: Q2 2023 in Review
WT Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 36,660 shares — an estimated $829K sold.
WT Wealth Management first reported a position in SCHM in Q4 2022 and held it in 2 quarters. The position peaked at $829K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.
- WT Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
- WT Wealth Management sold 36,660 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $829K.
- WT Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
- WT Wealth Management's Schwab US Mid-Cap ETF position peaked at $829K in Q1 2023.
- 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.
Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.