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

Cetera 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
2024
Q1 		$4.12M Buy
151,680
+62,922
+71% +$1.6M 0.03% 520
2023
Q4 		$2.23M Buy
88,758
+10,317
+13% +$236K 0.03% 466
2023
Q3 		$1.77M Buy
78,441
+3,186
+4% +$75.5K 0.03% 506
2023
Q2 		$1.78M Buy
75,255
+231
+0.3% +$5.21K 0.03% 505
2023
Q1 		$1.7M Sell
75,024
-267
-0.4% -$6.15K 0.03% 506
2022
Q4 		$1.65M Buy
75,291
+39,390
+110% +$863K 0.03% 502
2022
Q3 		$724K Sell
35,901
-87
-0.2% -$1.94K 0.02% 628
2022
Q2 		$753K Sell
35,988
-75,339
-68% -$1.74M 0.02% 672
2022
Q1 		$2.81M Buy
111,327
+4,545
+4% +$114K 0.06% 331
2021
Q4 		$2.86M Sell
106,782
-69,528
-39% -$1.85M 0.06% 323
2021
Q3 		$4.5M Buy
176,310
+75,390
+75% +$1.97M 0.09% 236
2021
Q2 		$2.63M Buy
100,920
+2,991
+3% +$77.3K 0.06% 302
2021
Q1 		$2.43M Sell
97,929
-7,194
-7% -$175K 0.07% 277
2020
Q4 		$2.39M Sell
105,123
-3,546
-3% -$74K 0.08% 241
2020
Q3 		$2.01M Sell
108,669
-2,040
-2% -$37.8K 0.08% 243
2020
Q2 		$1.94M Buy
110,709
+4,914
+5% +$80.1K 0.08% 228
2020
Q1 		$1.49M Sell
105,795
-5,310
-5% -$97.2K 0.08% 245
2019
Q4 		$2.23M Buy
111,105
+6,012
+6% +$116K 0.1% 212
2019
Q3 		$1.98M Buy
105,093
+11,649
+12% +$220K 0.09% 223
2019
Q2 		$1.78M Buy
93,444
+423
+0.5% +$7.91K 0.08% 239
2019
Q1 		$1.72M Buy
93,021
+11,220
+14% +$200K 0.09% 227
2018
Q4 		$1.31M Buy
81,801
+96
+0.1% +$1.68K 0.08% 261
2018
Q3 		$1.57M Buy
81,705
+62,277
+321% +$1.19M 0.08% 254
2018
Q2 		$354K Buy
19,428
+2,676
+16% +$48.4K 0.02% 615
2018
Q1 		$293K Buy
16,752
+1,296
+8% +$23.3K 0.02% 618
2017
Q4 		$272K Sell
15,456
-1,731
-10% -$29.9K 0.02% 614
2017
Q3 		$291K Buy
17,187
+2,838
+20% +$46.1K 0.02% 623
2017
Q2 		$231K Buy
+14,349
New +$228K 0.01% 687

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 Advisors's SCHM Position: Q1 2024 in Review

Cetera Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 71% in Q1 2024, buying an estimated $1.6M and bringing the position to 151,680 shares worth $4.12M. The position accounts for 0.03% of the portfolio, ranked #520.

Cetera Advisors first reported a position in SCHM in Q2 2017 and has held it in 28 quarters since. The position peaked at $4.5M in Q3 2021. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Cetera Advisors held 151,680 shares of Schwab US Mid-Cap ETF worth $4.12M as of Q1 2024.
  • Cetera Advisors bought 62,922 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $1.6M.
  • Schwab US Mid-Cap ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #520 holding.
  • Cetera Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 28 quarters since.
  • Cetera Advisors's Schwab US Mid-Cap ETF position peaked at $4.5M in Q3 2021.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

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