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Comerica Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Comerica Securities’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 		$444K Sell
19,674
-1,080
-5% -$25.6K 0.04% 291
2023
Q2 		$491K Buy
20,754
+1,266
+6% +$28.5K 0.03% 302
2023
Q1 		$441K Sell
19,488
-16,755
-46% -$386K 0.03% 320
2022
Q4 		$793K Sell
36,243
-1,341
-4% -$29.4K 0.06% 255
2022
Q3 		$758K Hold
37,584
– – 0.06% 239
2022
Q2 		$786K Buy
37,584
+3,129
+9% +$72.2K 0.06% 254
2022
Q1 		$871K Hold
34,455
– – 0.06% 249
2021
Q4 		$925K Buy
34,455
+738
+2% +$19.7K 0.06% 247
2021
Q3 		$862K Hold
33,717
– – 0.06% 252
2021
Q2 		$880K Sell
33,717
-42
-0.1% -$1.08K 0.07% 238
2021
Q1 		$838K Sell
33,759
-3,648
-10% -$88.5K 0.06% 241
2020
Q4 		$851K Hold
37,407
– – 0.07% 226
2020
Q3 		$692K Sell
37,407
-12,306
-25% -$228K 0.06% 232
2020
Q2 		$872K Sell
49,713
-4,176
-8% -$68.1K 0.08% 196
2020
Q1 		$757K Buy
53,889
+8,550
+19% +$157K 0.09% 193
2019
Q4 		$909K Buy
45,339
+138
+0.3% +$2.67K 0.09% 214
2019
Q3 		$852K Hold
45,201
– – 0.09% 212
2019
Q2 		$863K Buy
45,201
+3,213
+8% +$60.1K 0.09% 206
2019
Q1 		$775K Sell
41,988
-144
-0.3% -$2.57K 0.09% 217
2018
Q4 		$673K Hold
42,132
– – 0.09% 212
2018
Q3 		$812K Buy
+42,132
New +$803K 0.1% 219

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Comerica Securities's SCHM Position: Q3 2023 in Review

Comerica Securities reduced its Schwab US Mid-Cap ETF (SCHM) stake by 5.2% in Q3 2023, selling an estimated $25.6K and leaving 19,674 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #291.

Comerica Securities first reported a position in SCHM in Q3 2018 and has held it in 21 quarters since. The position peaked at $925K in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Comerica Securities held 19,674 shares of Schwab US Mid-Cap ETF worth $444K as of Q3 2023.
  • Comerica Securities sold 1,080 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $25.6K.
  • Schwab US Mid-Cap ETF made up 0.04% of Comerica Securities's portfolio in Q3 2023, its #291 holding.
  • Comerica Securities first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and has held it in 21 quarters since.
  • Comerica Securities's Schwab US Mid-Cap ETF position peaked at $925K in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.