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Checchi Capital Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Checchi Capital Advisers’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
Q1 		– Sell
-7,476
Closed -$200K – 567
2021
Q4 		$200K Buy
+7,476
New +$199K 0.02% 512
2021
Q1 		– Sell
-14,952
Closed -$340K – 534
2020
Q4 		$340K Buy
+14,952
New +$312K 0.04% 313

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Checchi Capital Advisers's SCHM Position: Q1 2022 in Review

Checchi Capital Advisers sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 7,476 shares — an estimated $200K sold.

Checchi Capital Advisers first reported a position in SCHM in Q4 2020 and held it in 2 quarters. The position peaked at $340K in Q4 2020. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Checchi Capital Advisers reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Checchi Capital Advisers sold 7,476 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $200K.
  • Checchi Capital Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 2 quarters.
  • Checchi Capital Advisers's Schwab US Mid-Cap ETF position peaked at $340K in Q4 2020.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Checchi Capital Advisers's 13F filing for Q1 2022, filed 9 May 2022.