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Dixon Hughes Goodman Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$1K Sell
54
-60
-53% -$1.5K ﹤0.01% 830
2021
Q4 		$3K Buy
+114
New +$3.04K ﹤0.01% 649

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HighTower Advisors
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Dixon Hughes Goodman Wealth Advisors's SCHM Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 53% in Q1 2022, selling an estimated $1.5K and leaving 54 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Dixon Hughes Goodman Wealth Advisors first reported a position in SCHM in Q4 2021 and has held it in 2 quarters since. The position peaked at $3K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 54 shares of Schwab US Mid-Cap ETF worth $1K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 60 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $1.5K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #830 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $3K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.