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Cambridge Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cambridge Trust’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
-450
Closed -$10.2K – 757
2023
Q1 		$10.2K Hold
450
– – ﹤0.01% 625
2022
Q4 		$10K Buy
+450
New +$9.86K ﹤0.01% 636

Other funds holding SCHM

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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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cambridge Trust's SCHM Position: Q2 2023 in Review

Cambridge Trust sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 450 shares — an estimated $10.2K sold.

Cambridge Trust first reported a position in SCHM in Q4 2022 and held it in 2 quarters. The position peaked at $10.2K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Cambridge Trust reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Cambridge Trust sold 450 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $10.2K.
  • Cambridge Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Cambridge Trust's Schwab US Mid-Cap ETF position peaked at $10.2K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Cambridge Trust's 13F filing for Q2 2023, filed 25 Jul 2023.