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Appleton Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Appleton Group’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
2023
Q2 		– Sell
-46,491
Closed -$1.05M – 45
2023
Q1 		$1.05M Sell
46,491
-3,477
-7% -$80.1K 2.05% 5
2022
Q4 		$1.09M Sell
49,968
-394,953
-89% -$8.66M 1.6% 10
2022
Q3 		$8.98M Buy
444,921
+393,798
+770% +$8.79M 25.63% 1
2022
Q2 		$1.07M Sell
51,123
-384,909
-88% -$8.88M 6.22% 5
2022
Q1 		$11M Buy
436,032
+381,336
+697% +$9.56M 15.35% 2
2021
Q4 		$1.47M Buy
54,696
+504
+0.9% +$13.4K 1.47% 10
2021
Q3 		$1.39M Buy
54,192
+537
+1% +$14K 1.19% 11
2021
Q2 		$1.4M Buy
53,655
+1,431
+3% +$37K 1.07% 14
2021
Q1 		$1.3M Sell
52,224
-2,199
-4% -$53.3K 1.69% 8
2020
Q4 		$1.24M Buy
54,423
+2,691
+5% +$56.1K 1.21% 12
2020
Q3 		$957K Buy
51,732
+777
+2% +$14.4K 1.5% 9
2020
Q2 		$894K Buy
50,955
+3,843
+8% +$62.6K 1.08% 12
2020
Q1 		$662K Buy
47,112
+3,369
+8% +$61.7K 3.34% 6
2019
Q4 		$877K Buy
43,743
+4,050
+10% +$78.4K 1.11% 12
2019
Q3 		$748K Buy
39,693
+141
+0.4% +$2.66K 0.87% 14
2019
Q2 		$753K Buy
39,552
+9,381
+31% +$175K 0.84% 13
2019
Q1 		$557K Buy
+30,171
New +$539K 0.54% 21
2018
Q4 		– Sell
-31,533
Closed -$608K – 17
2018
Q3 		$608K Buy
31,533
+6,210
+25% +$118K 0.64% 22
2018
Q2 		$463K Buy
25,323
+108
+0.4% +$1.95K 0.61% 21
2018
Q1 		$444K Buy
25,215
+1,971
+8% +$35.4K 0.51% 23
2017
Q4 		$413K Buy
23,244
+2,064
+10% +$35.6K 0.41% 29
2017
Q3 		$354K Buy
21,180
+6,876
+48% +$112K 0.38% 28
2017
Q2 		$230K Buy
+14,304
New +$227K 0.26% 28
2015
Q3 		– Sell
-14,451
Closed -$205K – 24
2015
Q2 		$205K Buy
14,451
+402
+3% +$5.82K 0.23% 24
2015
Q1 		$202K Buy
+14,049
New +$196K 0.21% 23

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Appleton Group's SCHM Position: Q2 2023 in Review

Appleton Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 46,491 shares — an estimated $1.05M sold.

Appleton Group first reported a position in SCHM in Q1 2015 and held it in 25 quarters. The position peaked at $11M in Q1 2022. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Appleton Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Appleton Group sold 46,491 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $1.05M.
  • Appleton Group first reported a position in Schwab US Mid-Cap ETF in Q1 2015 and held it in 25 quarters.
  • Appleton Group's Schwab US Mid-Cap ETF position peaked at $11M in Q1 2022.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Appleton Group's 13F filing for Q2 2023, filed 3 Aug 2023.