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

Capital 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
Q2 		– Sell
-19,866
Closed -$502K – 591
2022
Q1 		$502K Buy
+19,866
New +$498K 0.02% 356
2020
Q1 		– Sell
-16,197
Closed -$325K – 511
2019
Q4 		$325K Sell
16,197
-2,070
-11% -$40.1K 0.02% 389
2019
Q3 		$344K Buy
18,267
+162
+0.9% +$3.06K 0.02% 366
2019
Q2 		$345K Sell
18,105
-6
-0% -$112 0.02% 361
2019
Q1 		$334K Sell
18,111
-1,728
-9% -$30.9K 0.02% 355
2018
Q4 		$317K Buy
19,839
+2,556
+15% +$44.7K 0.02% 357
2018
Q3 		$333K Buy
17,283
+354
+2% +$6.74K 0.02% 371
2018
Q2 		$310K Buy
16,929
+54
+0.3% +$977 0.02% 384
2018
Q1 		$297K Buy
16,875
+1,239
+8% +$22.3K 0.02% 392
2017
Q4 		$278K Buy
+15,636
New +$270K 0.02% 398

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
UBS Group
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Capital Investment Advisors's SCHM Position: Q2 2022 in Review

Capital Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 19,866 shares — an estimated $502K sold.

Capital Investment Advisors first reported a position in SCHM in Q4 2017 and held it in 10 quarters. The position peaked at $502K in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Capital Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Capital Investment Advisors sold 19,866 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $502K.
  • Capital Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 10 quarters.
  • Capital Investment Advisors's Schwab US Mid-Cap ETF position peaked at $502K in Q1 2022.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Capital Investment Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.