Colton Groome Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Colton Groome Financial 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
2023 Q1	–	Sell	-21,498	Closed	-$470K	–	133
2022 Q4	$470K	Buy	21,498 +471	+2%	+$10.3K	0.23%	71
2022 Q3	$424K	Sell	21,027 -3,801	-15%	-$84.8K	0.22%	63
2022 Q2	$519K	Sell	24,828 -10,185	-29%	-$235K	0.26%	51
2022 Q1	$885K	Buy	35,013 +2,808	+9%	+$70.4K	0.41%	40
2021 Q4	$863K	Buy	32,205 +7,902	+33%	+$211K	0.35%	55
2021 Q3	$621K	Buy	24,303 +117	+0.5%	+$3.06K	0.27%	58
2021 Q2	$631K	Buy	24,186 +4,692	+24%	+$121K	0.29%	59
2021 Q1	$484K	Sell	19,494 -2,943	-13%	-$71.4K	0.27%	37
2020 Q4	$510K	Sell	22,437 -306	-1%	-$6.38K	0.33%	41
2020 Q3	$421K	Sell	22,743 -621	-3%	-$11.5K	0.3%	40
2020 Q2	$410K	Buy	+23,364	New	+$381K	0.3%	41
2020 Q1	–	Sell	-36,375	Closed	-$729K	–	74
2019 Q4	$729K	Buy	36,375 +2,463	+7%	+$47.7K	0.52%	36
2019 Q3	$662K	Sell	33,912 -726	-2%	-$13.7K	0.49%	40
2019 Q2	$659K	Buy	+34,638	New	+$648K	0.53%	30

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Colton Groome Financial Advisors's SCHM Position: Q1 2023 in Review

Colton Groome Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 21,498 shares — an estimated $470K sold.

Colton Groome Financial Advisors first reported a position in SCHM in Q2 2019 and held it in 14 quarters. The position peaked at $885K in Q1 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

Colton Groome Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Colton Groome Financial Advisors sold 21,498 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $470K.
Colton Groome Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 14 quarters.
Colton Groome Financial Advisors's Schwab US Mid-Cap ETF position peaked at $885K in Q1 2022.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.