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Chartist Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Chartist Inc’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
-15,990
Closed -$404K – 30
2022
Q1 		$404K Sell
15,990
-10,824
-40% -$271K 0.19% 23
2021
Q4 		$719K Buy
26,814
+1,833
+7% +$48.9K 0.31% 16
2021
Q3 		$638K Sell
24,981
-15,432
-38% -$403K 0.3% 16
2021
Q2 		$1.05M Buy
+40,413
New +$1.04M 0.49% 12

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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

Chartist Inc's SCHM Position: Q2 2022 in Review

Chartist Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 15,990 shares — an estimated $404K sold.

Chartist Inc first reported a position in SCHM in Q2 2021 and held it in 4 quarters. The position peaked at $1.05M in Q2 2021. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Chartist Inc reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Chartist Inc sold 15,990 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $404K.
  • Chartist Inc first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
  • Chartist Inc's Schwab US Mid-Cap ETF position peaked at $1.05M in Q2 2021.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Chartist Inc's 13F filing for Q2 2022, filed 15 Aug 2022.