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Barry Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Barry Investment 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 		– Sell
-14,322
Closed -$299K – 118
2022
Q2 		$299K Sell
14,322
-3,789
-21% -$87.4K 0.09% 99
2022
Q1 		$458K Sell
18,111
-1,776
-9% -$44.5K 0.12% 89
2021
Q4 		$534K Sell
19,887
-5,004
-20% -$133K 0.14% 77
2021
Q3 		$636K Sell
24,891
-4,605
-16% -$120K 0.18% 62
2021
Q2 		$770K Sell
29,496
-17,184
-37% -$444K 0.21% 58
2021
Q1 		$1.16M Sell
46,680
-13,197
-22% -$320K 0.32% 44
2020
Q4 		$1.36M Hold
59,877
– – 0.4% 34
2020
Q3 		$1.11M Sell
59,877
-1,635
-3% -$30.3K 0.38% 32
2020
Q2 		$1.08M Sell
61,512
-1,692
-3% -$27.6K 0.38% 32
2020
Q1 		$888K Buy
63,204
+240
+0.4% +$4.39K 0.44% 30
2019
Q4 		$1.27M Buy
62,964
+102
+0.2% +$1.98K 0.45% 31
2019
Q3 		$1.19M Buy
62,862
+31,557
+101% +$596K 0.43% 32
2019
Q2 		$596K Buy
31,305
+18,819
+151% +$352K 0.2% 41
2019
Q1 		$231K Buy
+12,486
New +$223K 0.07% 65

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

Barry Investment Advisors's SCHM Position: Q3 2022 in Review

Barry Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 14,322 shares — an estimated $299K sold.

Barry Investment Advisors first reported a position in SCHM in Q1 2019 and held it in 14 quarters. The position peaked at $1.36M in Q4 2020. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Barry Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Barry Investment Advisors sold 14,322 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $299K.
  • Barry Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 14 quarters.
  • Barry Investment Advisors's Schwab US Mid-Cap ETF position peaked at $1.36M in Q4 2020.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Barry Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.