Cranbrook Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cranbrook Wealth Management’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	-1,677	Closed	-$36.7K	–	300
2022 Q4	$36.7K	Sell	1,677 -450	-21%	-$9.86K	0.01%	172
2022 Q3	$43K	Hold	2,127	–	–	0.01%	176
2022 Q2	$44K	Hold	2,127	–	–	0.01%	178
2022 Q1	$54K	Hold	2,127	–	–	0.01%	184
2021 Q4	$57K	Hold	2,127	–	–	0.01%	172
2021 Q3	$54K	Hold	2,127	–	–	0.01%	180
2021 Q2	$55K	Hold	2,127	–	–	0.01%	172
2021 Q1	$53K	Hold	2,127	–	–	0.01%	181
2020 Q4	$48K	Hold	2,127	–	–	0.01%	164
2020 Q3	$39K	Hold	2,127	–	–	0.01%	154
2020 Q2	$37K	Hold	2,127	–	–	0.01%	153
2020 Q1	$30K	Hold	2,127	–	–	0.01%	147
2019 Q4	$43K	Hold	2,127	–	–	0.01%	146
2019 Q3	$40K	Hold	2,127	–	–	0.01%	144
2019 Q2	$40K	Hold	2,127	–	–	0.01%	142
2019 Q1	$39K	Sell	2,127 -1,674	-44%	-$29.9K	0.01%	141
2018 Q4	$61K	Hold	3,801	–	–	0.02%	116
2018 Q3	$73K	Hold	3,801	–	–	0.03%	103
2018 Q2	$70K	Hold	3,801	–	–	0.03%	105
2018 Q1	$67K	Hold	3,801	–	–	0.03%	106
2017 Q4	$67K	Hold	3,801	–	–	0.03%	106
2017 Q3	$63K	Hold	3,801	–	–	0.03%	105
2017 Q2	$61K	Hold	3,801	–	–	0.03%	106
2017 Q1	$60K	Buy	3,801 +3,351	+745%	+$52.2K	0.03%	95
2016 Q4	$7K	Buy	+450	New	+$6.58K	﹤0.01%	183

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

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

MGIA

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

LWMT

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

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

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

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

Cranbrook Wealth Management's SCHM Position: Q1 2023 in Review

Cranbrook Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 1,677 shares — an estimated $36.7K sold.

Cranbrook Wealth Management first reported a position in SCHM in Q4 2016 and held it in 25 quarters. The position peaked at $73K in Q3 2018. 783 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

Cranbrook Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Cranbrook Wealth Management sold 1,677 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $36.7K.
Cranbrook Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 25 quarters.
Cranbrook Wealth Management's Schwab US Mid-Cap ETF position peaked at $73K in Q3 2018.
783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Cranbrook Wealth Management's 13F filing for Q1 2023, filed 20 Apr 2023.