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

Domani Wealth’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
Q1 		$1.1M Hold
48,681
– – 0.26% 45
2022
Q4 		$1.06M Sell
48,681
-96
-0.2% -$2.1K 0.27% 44
2022
Q3 		$984K Buy
48,777
+3
+0% +$67 0.29% 39
2022
Q2 		$1.02M Buy
48,774
+189
+0.4% +$4.36K 0.28% 39
2022
Q1 		$1.23M Buy
48,585
+3
+0% +$75 0.27% 42
2021
Q4 		$1.3M Sell
48,582
-60
-0.1% -$1.6K 0.26% 41
2021
Q3 		$1.24M Sell
48,642
-93
-0.2% -$2.43K 0.26% 39
2021
Q2 		$1.27M Sell
48,735
-291
-0.6% -$7.52K 0.26% 41
2021
Q1 		$1.22M Sell
49,026
-7,545
-13% -$183K 0.23% 41
2020
Q4 		$1.29M Buy
56,571
+6
+0% +$125 0.26% 39
2020
Q3 		$1.05M Sell
56,565
-4,956
-8% -$91.8K 0.23% 43
2020
Q2 		$1.08M Sell
61,521
-333
-0.5% -$5.43K 0.25% 40
2020
Q1 		$869K Sell
61,854
-45,036
-42% -$825K 0.23% 48
2019
Q4 		$2.14M Buy
106,890
+5,337
+5% +$103K 0.71% 26
2019
Q3 		$1.91M Buy
101,553
+4,650
+5% +$87.9K 0.69% 26
2019
Q2 		$1.84M Buy
96,903
+2,340
+2% +$43.8K 0.69% 27
2019
Q1 		$1.75M Buy
94,563
+11,697
+14% +$209K 0.7% 28
2018
Q4 		$1.32M Buy
+82,866
New +$1.45M 0.62% 28

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Domani Wealth's SCHM Position: Q1 2023 in Review

Domani Wealth held its Schwab US Mid-Cap ETF (SCHM) position steady in Q1 2023 at 48,681 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #45.

Domani Wealth first reported a position in SCHM in Q4 2018 and has held it in 18 quarters since. The position peaked at $2.14M in Q4 2019. 783 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Domani Wealth held 48,681 shares of Schwab US Mid-Cap ETF worth $1.1M as of Q1 2023.
  • Domani Wealth left its Schwab US Mid-Cap ETF share count unchanged in Q1 2023.
  • Schwab US Mid-Cap ETF made up 0.26% of Domani Wealth's portfolio in Q1 2023, its #45 holding.
  • Domani Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Domani Wealth's Schwab US Mid-Cap ETF position peaked at $2.14M in Q4 2019.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.