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Dixon Hubard Feinour & Brown’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dixon Hubard Feinour & Brown’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 		$15.5M Buy
740,019
+30,573
+4% +$705K 1.84% 7
2022
Q1 		$17.9M Buy
709,446
+197,631
+39% +$4.95M 1.8% 6
2021
Q4 		$13.7M Buy
+511,815
New +$13.6M 1.32% 18

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SCHM Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown increased its Schwab US Mid-Cap ETF (SCHM) stake by 4.3% in Q2 2022, buying an estimated $705K and bringing the position to 740,019 shares worth $15.5M. The position accounts for 1.84% of the portfolio, ranked #7.

Dixon Hubard Feinour & Brown first reported a position in SCHM in Q4 2021 and has held it in 3 quarters since. The position peaked at $17.9M in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Dixon Hubard Feinour & Brown held 740,019 shares of Schwab US Mid-Cap ETF worth $15.5M as of Q2 2022.
  • Dixon Hubard Feinour & Brown bought 30,573 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $705K.
  • Schwab US Mid-Cap ETF made up 1.84% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #7 holding.
  • Dixon Hubard Feinour & Brown first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 3 quarters since.
  • Dixon Hubard Feinour & Brown's Schwab US Mid-Cap ETF position peaked at $17.9M in Q1 2022.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.