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

DeDora Capital’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
Q2 		– Sell
-69
Closed -$2K – 328
2022
Q1 		$2K Buy
+69
New +$1.73K ﹤0.01% 375

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

DeDora Capital's SCHM Position: Q2 2022 in Review

DeDora Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 69 shares — an estimated $2K sold.

DeDora Capital first reported a position in SCHM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • DeDora Capital reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • DeDora Capital sold 69 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $2K.
  • DeDora Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 1 quarter.
  • DeDora Capital's Schwab US Mid-Cap ETF position peaked at $2K in Q1 2022.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.