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Adams Chetwood Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Adams Chetwood Wealth Management’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 		$2.82M Sell
111,459
-16,731
-13% -$419K 1.6% 14
2021
Q4 		$3.44M Sell
128,190
-20,211
-14% -$539K 2.33% 11
2021
Q3 		$3.79M Sell
148,401
-57,783
-28% -$1.51M 2.75% 9
2021
Q2 		$5.38M Sell
206,184
-33,054
-14% -$854K 3.79% 5
2021
Q1 		$5.93M Sell
239,238
-4,908
-2% -$119K 4.52% 4
2020
Q4 		$5.55M Buy
244,146
+6,750
+3% +$141K 4.6% 4
2020
Q3 		$4.39M Buy
237,396
+1,752
+0.7% +$32.5K 4.23% 4
2020
Q2 		$4.13M Sell
235,644
-195
-0.1% -$3.18K 4.2% 5
2020
Q1 		$3.87M Buy
235,839
+4,296
+2% +$78.7K 4.53% 5
2019
Q4 		$4.64M Buy
+231,543
New +$4.48M 4.75% 5

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Adams Chetwood Wealth Management's SCHM Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 13% in Q1 2022, selling an estimated $419K and leaving 111,459 shares worth $2.82M. The position accounts for 1.6% of the portfolio, ranked #14.

Adams Chetwood Wealth Management first reported a position in SCHM in Q4 2019 and has held it in 10 quarters since. The position peaked at $5.93M in Q1 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Adams Chetwood Wealth Management held 111,459 shares of Schwab US Mid-Cap ETF worth $2.82M as of Q1 2022.
  • Adams Chetwood Wealth Management sold 16,731 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $419K.
  • Schwab US Mid-Cap ETF made up 1.6% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #14 holding.
  • Adams Chetwood Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
  • Adams Chetwood Wealth Management's Schwab US Mid-Cap ETF position peaked at $5.93M in Q1 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

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