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BSW Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-9,711
Closed -$220K – 314
2023
Q1 		$220K Sell
9,711
-312
-3% -$7.18K 0.05% 283
2022
Q4 		$219K Buy
+10,023
New +$220K 0.05% 264
2022
Q3 		– Sell
-9,678
Closed -$202K – 293
2022
Q2 		$202K Sell
9,678
-270
-3% -$6.23K 0.05% 259
2022
Q1 		$252K Sell
9,948
-108
-1% -$2.71K 0.06% 231
2021
Q4 		$270K Buy
10,056
+9
+0.1% +$240 0.07% 210
2021
Q3 		$257K Sell
10,047
-102
-1% -$2.67K 0.07% 209
2021
Q2 		$265K Sell
10,149
-393
-4% -$10.2K 0.07% 191
2021
Q1 		$262K Sell
10,542
-3,027
-22% -$73.4K 0.08% 164
2020
Q4 		$308K Buy
13,569
+9
+0.1% +$188 0.09% 123
2020
Q3 		$251K Sell
13,560
-1,377
-9% -$25.5K 0.09% 115
2020
Q2 		$262K Sell
14,937
-1,938
-11% -$31.6K 0.09% 117
2020
Q1 		$237K Sell
16,875
-1,548
-8% -$28.3K 0.1% 98
2019
Q4 		$369K Sell
18,423
-312
-2% -$6.04K 0.13% 84
2019
Q3 		$353K Buy
18,735
+9
+0% +$170 0.14% 66
2019
Q2 		$356K Sell
18,726
-531
-3% -$9.93K 0.13% 66
2019
Q1 		$356K Sell
19,257
-4,491
-19% -$80.3K 0.14% 61
2018
Q4 		$379K Buy
23,748
+13,056
+122% +$228K 0.14% 59
2018
Q3 		$206K Buy
+10,692
New +$204K 0.08% 130
2018
Q1 		– Sell
-12,939
Closed -$230K – 91
2017
Q4 		$230K Sell
12,939
-9
-0.1% -$155 0.1% 76
2017
Q3 		$216K Buy
12,948
+315
+2% +$5.12K 0.09% 77
2017
Q2 		$203K Buy
+12,633
New +$201K 0.09% 79
2017
Q1 		– Sell
-13,905
Closed -$209K – 75
2016
Q4 		$209K Buy
+13,905
New +$203K 0.11% 71

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PCIA
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MGIA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

BSW Wealth Partners's SCHM Position: Q2 2023 in Review

BSW Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 9,711 shares — an estimated $220K sold.

BSW Wealth Partners first reported a position in SCHM in Q4 2016 and held it in 22 quarters. The position peaked at $379K in Q4 2018. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • BSW Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 9,711 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $220K.
  • BSW Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 22 quarters.
  • BSW Wealth Partners's Schwab US Mid-Cap ETF position peaked at $379K in Q4 2018.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.