Blooom Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Blooom Inc’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	$309K	Sell	13,557 -1,326	-9%	-$29.6K	0.59%	29
2022 Q2	$321K	Sell	14,883 -396	-3%	-$9.14K	0.55%	31
2022 Q1	$396K	Buy	15,279 +1,254	+9%	+$31.4K	0.32%	31
2021 Q4	$376K	Sell	14,025 -1,194	-8%	-$31.8K	0.28%	30
2021 Q3	$393K	Sell	15,219 -429	-3%	-$11.2K	0.33%	31
2021 Q2	$408K	Buy	15,648 +468	+3%	+$12.1K	0.3%	32
2021 Q1	$376K	Sell	15,180 -1,230	-7%	-$29.8K	0.29%	34
2020 Q4	$448K	Buy	+16,410	New	+$342K	0.36%	25

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Blooom Inc's SCHM Position: Q3 2022 in Review

Blooom Inc reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.9% in Q3 2022, selling an estimated $29.6K and leaving 13,557 shares worth $309K. The position accounts for 0.59% of the portfolio, ranked #29.

Blooom Inc first reported a position in SCHM in Q4 2020 and has held it in 8 quarters since. The position peaked at $448K in Q4 2020. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

Blooom Inc held 13,557 shares of Schwab US Mid-Cap ETF worth $309K as of Q3 2022.
Blooom Inc sold 1,326 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $29.6K.
Schwab US Mid-Cap ETF made up 0.59% of Blooom Inc's portfolio in Q3 2022, its #29 holding.
Blooom Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
Blooom Inc's Schwab US Mid-Cap ETF position peaked at $448K in Q4 2020.
718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Blooom Inc's 13F filing for Q3 2022, filed 1 Nov 2022.