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

EdgeRock Capital’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
Q4 		– Sell
-63
Closed -$1K – 327
2022
Q3 		$1K Buy
+63
New +$1.41K ﹤0.01% 363

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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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

EdgeRock Capital's SCHM Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 63 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in SCHM in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • EdgeRock Capital reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 63 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $1K.
  • EdgeRock Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Schwab US Mid-Cap ETF position peaked at $1K in Q3 2022.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.