Enterprise Financial Services Corp (EFSC)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	-88,479	Closed	-$1.85M	–	200
2022 Q2	$1.85M	Sell	88,479 -5,610	-6%	-$129K	0.36%	61
2022 Q1	$2.38M	Sell	94,089 -5,373	-5%	-$135K	0.39%	55
2021 Q4	$2.67M	Sell	99,462 -1,602	-2%	-$42.7K	0.41%	54
2021 Q3	$2.58M	Sell	101,064 -2,070	-2%	-$54.1K	0.33%	66
2021 Q2	$2.69M	Sell	103,134 -5,829	-5%	-$151K	0.43%	49
2021 Q1	$2.7M	Sell	108,963 -2,865	-3%	-$69.5K	0.48%	41
2020 Q4	$2.54M	Sell	111,828 -1,569	-1%	-$32.7K	0.48%	42
2020 Q3	$2.1M	Sell	113,397 -9,780	-8%	-$181K	0.43%	46
2020 Q2	$2.16M	Sell	123,177 -1,785	-1%	-$29.1K	0.47%	46
2020 Q1	$1.76M	Sell	124,962 -4,908	-4%	-$89.9K	0.44%	43
2019 Q4	$2.6M	Sell	129,870 -1,047	-0.8%	-$20.3K	0.57%	39
2019 Q3	$2.47M	Sell	130,917 -3,597	-3%	-$68K	0.56%	38
2019 Q2	$2.56M	Sell	134,514 -5,886	-4%	-$110K	0.56%	38
2019 Q1	$2.59M	Buy	+140,400	New	+$2.51M	0.57%	38

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s SCHM Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 88,479 shares — an estimated $1.85M sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHM in Q1 2019 and held it in 14 quarters. The position peaked at $2.7M in Q1 2021. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 88,479 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $1.85M.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab US Mid-Cap ETF position peaked at $2.7M in Q1 2021.
717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.