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Baltimore-Washington Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Baltimore-Washington Financial 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
Q4 		– Sell
-8,892
Closed -$1.63M – 147
2022
Q3 		$1.63M Buy
+8,892
New +$198K 0.14% 86
2022
Q2 		– Sell
-603
Closed -$2.66M – 150
2022
Q1 		$2.66M Buy
+603
New +$15.1K 0.26% 83

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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SCHM Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 8,892 shares — an estimated $1.63M sold.

Baltimore-Washington Financial Advisors first reported a position in SCHM in Q1 2022 and held it in 2 quarters. The position peaked at $2.66M in Q1 2022. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 8,892 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $1.63M.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Schwab US Mid-Cap ETF position peaked at $2.66M in Q1 2022.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.