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Cetera Advisor Networks’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$21.1M Buy
778,464
+16,791
+2% +$428K 0.1% 207
2023
Q4 		$19.1M Sell
761,673
-1,800
-0.2% -$41.2K 0.11% 197
2023
Q3 		$17.2M Buy
763,473
+44,214
+6% +$1.05M 0.11% 199
2023
Q2 		$17M Sell
719,259
-574,413
-44% -$12.9M 0.12% 186
2023
Q1 		$29.3M Buy
1,293,672
+23,715
+2% +$546K 0.22% 100
2022
Q4 		$27.8M Buy
1,269,957
+66,726
+6% +$1.46M 0.23% 94
2022
Q3 		$24.3M Buy
1,203,231
+66,321
+6% +$1.48M 0.3% 68
2022
Q2 		$23.8M Buy
1,136,910
+145,422
+15% +$3.36M 0.3% 67
2022
Q1 		$25.1M Buy
991,488
+64,788
+7% +$1.62M 0.3% 60
2021
Q4 		$24.8M Buy
926,700
+84,099
+10% +$2.24M 0.3% 59
2021
Q3 		$21.5M Buy
842,601
+80,868
+11% +$2.11M 0.29% 69
2021
Q2 		$19.9M Buy
761,733
+76,368
+11% +$1.97M 0.28% 72
2021
Q1 		$17M Buy
685,365
+47,829
+8% +$1.16M 0.36% 57
2020
Q4 		$14.5M Sell
637,536
-103,677
-14% -$2.16M 0.34% 62
2020
Q3 		$13.7M Buy
741,213
+2,385
+0.3% +$44.2K 0.36% 58
2020
Q2 		$13M Buy
738,828
+36,180
+5% +$590K 0.35% 58
2020
Q1 		$9.88M Buy
702,648
+81,750
+13% +$1.5M 0.33% 64
2019
Q4 		$12.4M Buy
620,898
+588,039
+1,790% +$11.4M 0.33% 63
2019
Q3 		$617K Sell
32,859
-501
-2% -$9.46K 0.02% 623
2019
Q2 		$632K Buy
33,360
+11,082
+50% +$207K 0.02% 609
2019
Q1 		$411K Buy
+22,278
New +$398K 0.01% 735

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisor Networks's SCHM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.2% in Q1 2024, buying an estimated $428K and bringing the position to 778,464 shares worth $21.1M. The position accounts for 0.1% of the portfolio, ranked #207.

Cetera Advisor Networks first reported a position in SCHM in Q1 2019 and has held it in 21 quarters since. The position peaked at $29.3M in Q1 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Cetera Advisor Networks held 778,464 shares of Schwab US Mid-Cap ETF worth $21.1M as of Q1 2024.
  • Cetera Advisor Networks bought 16,791 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $428K.
  • Schwab US Mid-Cap ETF made up 0.1% of Cetera Advisor Networks's portfolio in Q1 2024, its #207 holding.
  • Cetera Advisor Networks first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and has held it in 21 quarters since.
  • Cetera Advisor Networks's Schwab US Mid-Cap ETF position peaked at $29.3M in Q1 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.