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Financial Advocates Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-35,286
Closed -$892K – 777
2022
Q1 		$892K Sell
35,286
-87
-0.2% -$2.18K 0.06% 318
2021
Q4 		$948K Buy
35,373
+1,554
+5% +$41.4K 0.06% 327
2021
Q3 		$864K Buy
33,819
+66
+0.2% +$1.72K 0.06% 344
2021
Q2 		$881K Buy
33,753
+468
+1% +$12.1K 0.06% 343
2021
Q1 		$826K Buy
33,285
+1,074
+3% +$26.1K 0.06% 369
2020
Q4 		$732K Buy
32,211
+10,098
+46% +$211K 0.05% 367
2020
Q3 		$409K Sell
22,113
-1,293
-6% -$24K 0.03% 411
2020
Q2 		$411K Buy
23,406
+12
+0.1% +$196 0.04% 395
2020
Q1 		$329K Sell
23,394
-6,396
-21% -$117K 0.05% 341
2019
Q4 		$597K Buy
29,790
+2,925
+11% +$56.6K 0.06% 282
2019
Q3 		$506K Sell
26,865
-1,830
-6% -$34.6K 0.06% 284
2019
Q2 		$546K Buy
28,695
+4,887
+21% +$91.4K 0.06% 277
2019
Q1 		$440K Buy
23,808
+987
+4% +$17.6K 0.05% 297
2018
Q4 		$365K Buy
22,821
+3,540
+18% +$61.9K 0.05% 301
2018
Q3 		$372K Buy
19,281
+2,523
+15% +$48.1K 0.04% 337
2018
Q2 		$307K Sell
16,758
-477
-3% -$8.63K 0.04% 363
2018
Q1 		$304K Sell
17,235
-807
-4% -$14.5K 0.04% 361
2017
Q4 		$321K Buy
+18,042
New +$311K 0.04% 342

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 $103B AUM 28.65% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Financial Advocates Investment Management's SCHM Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 35,286 shares — an estimated $892K sold.

Financial Advocates Investment Management first reported a position in SCHM in Q4 2017 and held it in 18 quarters. The position peaked at $948K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 35,286 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $892K.
  • Financial Advocates Investment Management first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's Schwab US Mid-Cap ETF position peaked at $948K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.