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

Column Capital 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 Q3	$21.5K	Hold	954	–	–	﹤0.01%	423
2023 Q2	$22.6K	Hold	954	–	–	﹤0.01%	419
2023 Q1	$21.6K	Hold	954	–	–	﹤0.01%	434
2022 Q4	$20.9K	Hold	954	–	–	﹤0.01%	416
2022 Q3	$19K	Hold	954	–	–	﹤0.01%	394
2022 Q2	$20K	Sell	954 -3,900	-80%	-$90K	﹤0.01%	391
2022 Q1	$123K	Hold	4,854	–	–	0.02%	168
2021 Q4	$130K	Hold	4,854	–	–	0.03%	174
2021 Q3	$124K	Hold	4,854	–	–	0.03%	163
2021 Q2	$127K	Buy	4,854 +3,900	+409%	+$101K	0.03%	161
2021 Q1	$24K	Hold	954	–	–	0.01%	359
2020 Q4	$22K	Hold	954	–	–	0.01%	369
2020 Q3	$18K	Hold	954	–	–	0.01%	374
2020 Q2	$16K	Hold	954	–	–	0.01%	410
2020 Q1	$13K	Sell	954 -10,122	-91%	-$185K	0.01%	360
2019 Q4	$222K	Buy	+11,076	New	+$214K	0.11%	80

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LWMT

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Column Capital Advisors's SCHM Position: Q3 2023 in Review

Column Capital Advisors held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2023 at 954 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Column Capital Advisors first reported a position in SCHM in Q4 2019 and has held it in 16 quarters since. The position peaked at $222K in Q4 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Column Capital Advisors held 954 shares of Schwab US Mid-Cap ETF worth $21.5K as of Q3 2023.
Column Capital Advisors left its Schwab US Mid-Cap ETF share count unchanged in Q3 2023.
Schwab US Mid-Cap ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #423 holding.
Column Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab US Mid-Cap ETF position peaked at $222K in Q4 2019.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.