Capital Directions Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Capital Directions Investment Advisors’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 Q4	$116K	Buy	+5,304	New	+$116K	0.04%	70
2022 Q3	–	Sell	-5,304	Closed	-$118K	–	80
2022 Q2	$111K	Hold	5,304	–	–	0.04%	87
2022 Q1	$134K	Buy	+5,304	New	+$133K	0.04%	81
2021 Q4	–	Sell	-5,304	Closed	-$136K	–	190
2021 Q3	$136K	Hold	5,304	–	–	0.04%	77
2021 Q2	$138K	Buy	+5,304	New	+$137K	0.04%	72
2021 Q1	–	Sell	-5,304	Closed	-$121K	–	312
2020 Q4	$121K	Sell	5,304 -240	-4%	-$5K	0.04%	73
2020 Q3	$103K	Hold	5,544	–	–	0.04%	72
2020 Q2	$97K	Hold	5,544	–	–	0.04%	74
2020 Q1	$78K	Buy	5,544 +990	+22%	+$18.1K	0.03%	84
2019 Q4	$91K	Hold	4,554	–	–	0.03%	96
2019 Q3	$86K	Buy	4,554 +189	+4%	+$3.57K	0.03%	93
2019 Q2	$83K	Hold	4,365	–	–	0.03%	59
2019 Q1	$81K	Hold	4,365	–	–	0.03%	58
2018 Q4	$70K	Hold	4,365	–	–	0.02%	61
2018 Q3	$84K	Hold	4,365	–	–	0.03%	72
2018 Q2	$80K	Sell	4,365 -345	-7%	-$6.24K	0.04%	57
2018 Q1	$83K	Buy	4,710 +75	+2%	+$1.35K	0.03%	60
2017 Q4	$82K	Buy	4,635 +3	+0.1%	+$52	0.03%	60
2017 Q3	$77K	Buy	4,632 +267	+6%	+$4.34K	0.02%	63
2017 Q2	$70K	Hold	4,365	–	–	0.02%	55
2017 Q1	$69K	Hold	4,365	–	–	0.02%	57
2016 Q4	$66K	Hold	4,365	–	–	0.02%	52
2016 Q3	$63K	Hold	4,365	–	–	0.02%	50
2016 Q2	$61K	Hold	4,365	–	–	0.02%	50
2016 Q1	$59K	Hold	4,365	–	–	0.02%	40
2015 Q4	$58K	Hold	4,365	–	–	0.02%	50
2015 Q3	$57K	Hold	4,365	–	–	0.02%	44
2015 Q2	$62K	Hold	4,365	–	–	0.02%	45
2015 Q1	$63K	Sell	4,365 -990	-18%	-$13.8K	0.02%	49
2014 Q4	$75K	Hold	5,355	–	–	0.03%	46
2014 Q3	$72K	Sell	5,355 -525	-9%	-$6.95K	0.03%	47
2014 Q2	$79K	Hold	5,880	–	–	0.03%	43
2014 Q1	$76K	Sell	5,880 -264	-4%	-$3.33K	0.03%	43
2013 Q4	$77K	Sell	6,144 -1,518	-20%	-$18.2K	0.03%	42
2013 Q3	$88K	Hold	7,662	–	–	0.04%	39
2013 Q2	$82K	Buy	+7,662	New	+$81.7K	0.04%	40

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Capital Directions Investment Advisors's SCHM Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2022: 5,304 shares worth $116K. The stake represents 0.04% of the portfolio and ranks #70 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in SCHM as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in SCHM in Q2 2013 and has held it in 36 quarters since. The position peaked at $138K in Q2 2021. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

Capital Directions Investment Advisors held 5,304 shares of Schwab US Mid-Cap ETF worth $116K as of Q4 2022.
Schwab US Mid-Cap ETF was a new Capital Directions Investment Advisors position in Q4 2022.
Schwab US Mid-Cap ETF made up 0.04% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #70 holding.
Capital Directions Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and has held it in 36 quarters since.
Capital Directions Investment Advisors's Schwab US Mid-Cap ETF position peaked at $138K in Q2 2021.
777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.