FMB
SCHM icon

Field & Main Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Field & Main Bank’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
Q2 		– Sell
-39
Closed -$882 – 261
2023
Q1 		$882 Hold
39
– – ﹤0.01% 260
2022
Q4 		$852 Buy
+39
New +$855 ﹤0.01% 269

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Field & Main Bank's SCHM Position: Q2 2023 in Review

Field & Main Bank sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 39 shares — an estimated $882 sold.

Field & Main Bank first reported a position in SCHM in Q4 2022 and held it in 2 quarters. The position peaked at $882 in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Field & Main Bank reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Field & Main Bank sold 39 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $882.
  • Field & Main Bank first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Field & Main Bank's Schwab US Mid-Cap ETF position peaked at $882 in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Field & Main Bank's 13F filing for Q2 2023, filed 26 Jul 2023.