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American Portfolios Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

American Portfolios 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 		$386K Sell
19,110
-90
-0.5% -$2.01K 0.02% 746
2022
Q2 		$401K Buy
19,200
+48
+0.3% +$1.11K 0.02% 747
2022
Q1 		$484K Buy
19,152
+123
+0.6% +$3.08K 0.02% 751
2021
Q4 		$510K Sell
19,029
-774
-4% -$20.6K 0.02% 727
2021
Q3 		$506K Hold
19,803
– – 0.02% 704
2021
Q2 		$517K Buy
19,803
+255
+1% +$6.59K 0.02% 691
2021
Q1 		$485K Buy
19,548
+12,150
+164% +$295K 0.02% 663
2020
Q4 		$168K Sell
7,398
-13,188
-64% -$275K 0.01% 952
2020
Q3 		$381K Buy
20,586
+594
+3% +$11K 0.02% 563
2020
Q2 		$351K Sell
19,992
-147
-0.7% -$2.4K 0.02% 561
2020
Q1 		$283K Sell
20,139
-76,419
-79% -$1.4M 0.02% 541
2019
Q4 		$1.94M Buy
96,558
+5,238
+6% +$101K 0.14% 150
2019
Q3 		$1.72M Sell
91,320
-83,454
-48% -$1.58M 0.14% 152
2019
Q2 		$3.33M Buy
174,774
+9,588
+6% +$179K 0.28% 82
2019
Q1 		$3.05M Buy
165,186
+155,019
+1,525% +$2.77M 0.29% 81
2018
Q4 		$162K Sell
10,167
-117,951
-92% -$2.06M 0.02% 577
2018
Q3 		$2.47M Buy
128,118
+49,557
+63% +$944K 0.28% 77
2018
Q2 		$1.44M Buy
78,561
+6,687
+9% +$121K 0.2% 102
2018
Q1 		$1.27M Buy
71,874
+7,656
+12% +$138K 0.19% 113
2017
Q4 		$1.14M Buy
+64,218
New +$1.11M 0.18% 125

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

American Portfolios Advisors's SCHM Position: Q3 2022 in Review

American Portfolios Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.47% in Q3 2022, selling an estimated $2.01K and leaving 19,110 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #746.

American Portfolios Advisors first reported a position in SCHM in Q4 2017 and has held it in 20 quarters since. The position peaked at $3.33M in Q2 2019. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • American Portfolios Advisors held 19,110 shares of Schwab US Mid-Cap ETF worth $386K as of Q3 2022.
  • American Portfolios Advisors sold 90 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $2.01K.
  • Schwab US Mid-Cap ETF made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #746 holding.
  • American Portfolios Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Schwab US Mid-Cap ETF position peaked at $3.33M in Q2 2019.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.