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

Doyle Wealth Management’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
Q3 		– Sell
-13,515
Closed -$283K – 212
2022
Q2 		$283K Buy
+13,515
New +$312K 0.02% 179
2019
Q3 		– Sell
-42
Closed -$1K – 651
2019
Q2 		$1K Buy
+42
New +$786 ﹤0.01% 830
2019
Q1 		– Sell
-42
Closed -$1K – 635
2018
Q4 		$1K Buy
+42
New +$734 ﹤0.01% 842

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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Doyle Wealth Management's SCHM Position: Q3 2022 in Review

Doyle Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 13,515 shares — an estimated $283K sold.

Doyle Wealth Management first reported a position in SCHM in Q4 2018 and held it in 3 quarters. The position peaked at $283K in Q2 2022. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Doyle Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 13,515 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $283K.
  • Doyle Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 3 quarters.
  • Doyle Wealth Management's Schwab US Mid-Cap ETF position peaked at $283K in Q2 2022.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.