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

CreativeOne Wealth’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
Q3 		– Sell
-18,297
Closed -$383K – 762
2022
Q2 		$383K Buy
18,297
+8,787
+92% +$203K 0.02% 478
2022
Q1 		$240K Buy
+9,510
New +$238K 0.01% 649

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HighTower Advisors
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UBS Group
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PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

CreativeOne Wealth's SCHM Position: Q3 2022 in Review

CreativeOne Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 18,297 shares — an estimated $383K sold.

CreativeOne Wealth first reported a position in SCHM in Q1 2022 and held it in 2 quarters. The position peaked at $383K in Q2 2022. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • CreativeOne Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 18,297 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $383K.
  • CreativeOne Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Schwab US Mid-Cap ETF position peaked at $383K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on CreativeOne Wealth's 13F filing for Q3 2022, filed 15 Nov 2022.