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

DB Wealth Management Group’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 Q4	$1.51M	Buy	60,273 +3,876	+7%	+$88.8K	0.86%	27
2023 Q3	$1.27M	Buy	56,397 +6,360	+13%	+$151K	0.8%	28
2023 Q2	$1.18M	Sell	50,037 -2,235	-4%	-$50.4K	0.73%	30
2023 Q1	$1.18M	Sell	52,272 -1,161	-2%	-$26.7K	0.75%	33
2022 Q4	$1.17M	Sell	53,433 -19,440	-27%	-$426K	0.76%	31
2022 Q3	$1.47M	Sell	72,873 -7,677	-10%	-$171K	1.05%	26
2022 Q2	$1.68M	Sell	80,550 -12,309	-13%	-$284K	1.15%	24
2022 Q1	$2.35M	Buy	92,859 +13,686	+17%	+$343K	1.42%	17
2021 Q4	$2.12M	Buy	79,173 +4,083	+5%	+$109K	1.26%	23
2021 Q3	$1.92M	Buy	75,090 +1,752	+2%	+$45.8K	1.24%	22
2021 Q2	$1.91M	Buy	73,338 +14,559	+25%	+$376K	1.22%	23
2021 Q1	$1.46M	Buy	58,779 +2,244	+4%	+$54.4K	1%	29
2020 Q4	$1.28M	Buy	+56,535	New	+$1.18M	0.95%	30

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $13.3B AUM 18.65% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

DB Wealth Management Group's SCHM Position: Q4 2023 in Review

DB Wealth Management Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 6.9% in Q4 2023, buying an estimated $88.8K and bringing the position to 60,273 shares worth $1.51M. The position accounts for 0.86% of the portfolio, ranked #27.

DB Wealth Management Group first reported a position in SCHM in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.35M in Q1 2022. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

DB Wealth Management Group held 60,273 shares of Schwab US Mid-Cap ETF worth $1.51M as of Q4 2023.
DB Wealth Management Group bought 3,876 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $88.8K.
Schwab US Mid-Cap ETF made up 0.86% of DB Wealth Management Group's portfolio in Q4 2023, its #27 holding.
DB Wealth Management Group first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Schwab US Mid-Cap ETF position peaked at $2.35M in Q1 2022.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.