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Bedel Financial Consulting’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-3,096
Closed -$78K – 753
2022
Q1 		$78K Buy
3,096
+75
+2% +$1.88K 0.02% 318
2021
Q4 		$81K Hold
3,021
– – 0.03% 315
2021
Q3 		$77K Sell
3,021
-570
-16% -$14.9K 0.03% 316
2021
Q2 		$94K Sell
3,591
-2,532
-41% -$65.4K 0.03% 284
2021
Q1 		$152K Sell
6,123
-57
-0.9% -$1.38K 0.06% 204
2020
Q4 		$140K Buy
6,180
+3
+0% +$63 0.06% 184
2020
Q3 		$114K Buy
6,177
+3
+0% +$56 0.06% 193
2020
Q2 		$108K Sell
6,174
-285
-4% -$4.64K 0.06% 186
2020
Q1 		$91K Buy
6,459
+3
+0% +$55 0.06% 190
2019
Q4 		$129K Sell
6,456
-612
-9% -$11.8K 0.07% 183
2019
Q3 		$133K Sell
7,068
-744
-10% -$14.1K 0.08% 175
2019
Q2 		$149K Hold
7,812
– – 0.09% 162
2019
Q1 		$144K Buy
7,812
+1,080
+16% +$19.3K 0.09% 159
2018
Q4 		$108K Hold
6,732
– – 0.08% 171
2018
Q3 		$122K Buy
6,732
+1,050
+18% +$20K 0.08% 181
2018
Q2 		$104K Buy
5,682
+78
+1% +$1.41K 0.08% 186
2018
Q1 		$99K Buy
+5,604
New +$101K 0.08% 196

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HighTower Advisors
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PCIA
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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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Bedel Financial Consulting's SCHM Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 3,096 shares — an estimated $78K sold.

Bedel Financial Consulting first reported a position in SCHM in Q1 2018 and held it in 17 quarters. The position peaked at $152K in Q1 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 3,096 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $78K.
  • Bedel Financial Consulting first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and held it in 17 quarters.
  • Bedel Financial Consulting's Schwab US Mid-Cap ETF position peaked at $152K in Q1 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.