AIM
SCHM icon

AHL Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

AHL Investment 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
Q4 		– Sell
-15,048
Closed -$304K – 65
2022
Q3 		$304K Buy
15,048
+3
+0% +$67 0.31% 46
2022
Q2 		$315K Sell
15,045
-66
-0.4% -$1.52K 0.32% 47
2022
Q1 		$382K Buy
15,111
+3
+0% +$75 0.35% 44
2021
Q4 		$405K Buy
+15,108
New +$403K 0.37% 46

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

AHL Investment Management's SCHM Position: Q4 2022 in Review

AHL Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 15,048 shares — an estimated $304K sold.

AHL Investment Management first reported a position in SCHM in Q4 2021 and held it in 4 quarters. The position peaked at $405K in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • AHL Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • AHL Investment Management sold 15,048 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $304K.
  • AHL Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 4 quarters.
  • AHL Investment Management's Schwab US Mid-Cap ETF position peaked at $405K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on AHL Investment Management's 13F filing for Q4 2022, filed 17 Jan 2023.