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

Diversified’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
Q2 		– Sell
-116,397
Closed -$2.63M – 151
2023
Q1 		$2.63M Buy
116,397
+40,917
+54% +$942K 0.94% 16
2022
Q4 		$1.65M Buy
75,480
+14,397
+24% +$316K 0.65% 25
2022
Q3 		$1.23M Sell
61,083
-23,037
-27% -$514K 0.62% 25
2022
Q2 		$1.76M Buy
84,120
+45,324
+117% +$1.05M 0.73% 27
2022
Q1 		$981K Buy
+38,796
New +$972K 0.4% 45

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 $103B AUM 28.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Diversified's SCHM Position: Q2 2023 in Review

Diversified sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 116,397 shares — an estimated $2.63M sold.

Diversified first reported a position in SCHM in Q1 2022 and held it in 5 quarters. The position peaked at $2.63M in Q1 2023. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Diversified reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Diversified sold 116,397 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $2.63M.
  • Diversified first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 5 quarters.
  • Diversified's Schwab US Mid-Cap ETF position peaked at $2.63M in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Diversified's 13F filing for Q2 2023, filed 26 Jul 2023.