1834 Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

1834 Investment Advisors’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 Q3	–	Sell	-84	Closed	-$2K	–	405
2022 Q2	$2K	Hold	84	–	–	﹤0.01%	443
2022 Q1	$2K	Sell	84 -195	-70%	-$4.89K	﹤0.01%	421
2021 Q4	$7K	Hold	279	–	–	﹤0.01%	406
2021 Q3	$7K	Hold	279	–	–	﹤0.01%	429
2021 Q2	$7K	Hold	279	–	–	﹤0.01%	447
2021 Q1	$7K	Hold	279	–	–	﹤0.01%	417
2020 Q4	$6K	Hold	279	–	–	﹤0.01%	405
2020 Q3	$5K	Hold	279	–	–	﹤0.01%	387
2020 Q2	$5K	Hold	279	–	–	﹤0.01%	384
2020 Q1	$4K	Sell	279 -129	-32%	-$2.36K	﹤0.01%	376
2019 Q4	$8K	Hold	408	–	–	﹤0.01%	402
2019 Q3	$8K	Hold	408	–	–	﹤0.01%	405
2019 Q2	$8K	Hold	408	–	–	﹤0.01%	384
2019 Q1	$8K	Sell	408 -45	-10%	-$804	﹤0.01%	363
2018 Q4	$7K	Hold	453	–	–	﹤0.01%	373
2018 Q3	$9K	Hold	453	–	–	﹤0.01%	365
2018 Q2	$8K	Hold	453	–	–	﹤0.01%	382
2018 Q1	$8K	Buy	+453	New	+$8.14K	﹤0.01%	396

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

1834 Investment Advisors's SCHM Position: Q3 2022 in Review

1834 Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 84 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in SCHM in Q1 2018 and held it in 18 quarters. The position peaked at $9K in Q3 2018. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

1834 Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 84 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $2K.
1834 Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 18 quarters.
1834 Investment Advisors's Schwab US Mid-Cap ETF position peaked at $9K in Q3 2018.
717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.