BCM
SCHM icon

Basso Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Basso Capital 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
2023
Q3 		– Sell
-381
Closed -$9.02K – 85
2023
Q2 		$9.02K Buy
+381
New +$8.59K 0.01% 76

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
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

Basso Capital Management's SCHM Position: Q3 2023 in Review

Basso Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 381 shares — an estimated $9.02K sold.

Basso Capital Management first reported a position in SCHM in Q2 2023 and held it in 1 quarter. The position peaked at $9.02K in Q2 2023. 777 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Basso Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Basso Capital Management sold 381 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $9.02K.
  • Basso Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 1 quarter.
  • Basso Capital Management's Schwab US Mid-Cap ETF position peaked at $9.02K in Q2 2023.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Basso Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.