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Crew Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Crew Capital 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
-15,768
Closed -$345K – 98
2022
Q4 		$345K Sell
15,768
-711
-4% -$15.6K 0.49% 52
2022
Q3 		$332K Hold
16,479
– – 0.45% 57
2022
Q2 		$345K Hold
16,479
– – 0.43% 65
2022
Q1 		$417K Hold
16,479
– – 0.4% 59
2021
Q4 		$442K Hold
16,479
– – 0.37% 57
2021
Q3 		$421K Sell
16,479
-777
-5% -$20.3K 0.39% 54
2021
Q2 		$450K Hold
17,256
– – 0.42% 53
2021
Q1 		$428K Buy
+17,256
New +$419K 0.43% 54

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

Crew Capital Management's SCHM Position: Q1 2023 in Review

Crew Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 15,768 shares — an estimated $345K sold.

Crew Capital Management first reported a position in SCHM in Q1 2021 and held it in 8 quarters. The position peaked at $450K in Q2 2021. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Crew Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Crew Capital Management sold 15,768 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $345K.
  • Crew Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 8 quarters.
  • Crew Capital Management's Schwab US Mid-Cap ETF position peaked at $450K in Q2 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Crew Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.