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Benedetti & Gucer’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Benedetti & Gucer’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
-15,456
Closed -$390K – 116
2022
Q1 		$390K Sell
15,456
-1,995
-11% -$50K 0.26% 57
2021
Q4 		$467K Hold
17,451
– – 0.32% 44
2021
Q3 		$445K Buy
17,451
+6,147
+54% +$161K 0.34% 42
2021
Q2 		$294K Sell
11,304
-144
-1% -$3.72K 0.26% 61
2021
Q1 		$284K Buy
+11,448
New +$278K 0.26% 59

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
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
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

Benedetti & Gucer's SCHM Position: Q2 2022 in Review

Benedetti & Gucer sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 15,456 shares — an estimated $390K sold.

Benedetti & Gucer first reported a position in SCHM in Q1 2021 and held it in 5 quarters. The position peaked at $467K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Benedetti & Gucer reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Benedetti & Gucer sold 15,456 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $390K.
  • Benedetti & Gucer first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 5 quarters.
  • Benedetti & Gucer's Schwab US Mid-Cap ETF position peaked at $467K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Benedetti & Gucer's 13F filing for Q2 2022, filed 5 Aug 2022.