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Financial Architects (New Jersey)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Financial Architects (New Jersey)’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 		$7.47M Buy
315,651
+4,074
+1% +$91.8K 1.13% 21
2023
Q1 		$7.05M Buy
311,577
+13,641
+5% +$314K 1.13% 19
2022
Q4 		$6.52M Buy
297,936
+11,967
+4% +$262K 1.08% 19
2022
Q3 		$5.77M Buy
+285,969
New +$6.38M 1.01% 19
2022
Q2 		– Sell
-278,871
Closed -$7.05M – 234
2022
Q1 		$7.05M Sell
278,871
-7,431
-3% -$186K 1.01% 20
2021
Q4 		$7.68M Buy
286,302
+4,506
+2% +$120K 1.04% 22
2021
Q3 		$7.2M Buy
281,796
+8,373
+3% +$219K 1.05% 22
2021
Q2 		$7.13M Buy
273,423
+10,461
+4% +$270K 1.03% 24
2021
Q1 		$6.52M Buy
262,962
+17,517
+7% +$425K 1.02% 25
2020
Q4 		$5.58M Buy
245,445
+1,086
+0.4% +$22.6K 1.03% 22
2020
Q3 		$4.52M Sell
244,359
-4,773
-2% -$88.4K 1% 25
2020
Q2 		$4.37M Buy
249,132
+26,439
+12% +$431K 1.01% 23
2020
Q1 		$3.13M Buy
222,693
+28,203
+15% +$516K 0.86% 27
2019
Q4 		$3.9M Buy
194,490
+55,533
+40% +$1.08M 0.84% 27
2019
Q3 		$2.62M Buy
138,957
+42,819
+45% +$809K 0.61% 36
2019
Q2 		$1.83M Sell
96,138
-51,213
-35% -$958K 0.34% 59
2019
Q1 		$2.72M Buy
147,351
+25,014
+20% +$447K 0.46% 38
2018
Q4 		$1.96M Buy
122,337
+10,200
+9% +$178K 0.37% 49
2018
Q3 		$2.16M Buy
112,137
+6,735
+6% +$128K 0.35% 54
2018
Q2 		$1.93M Sell
105,402
-60
-0.1% -$1.08K 0.34% 56
2018
Q1 		$1.86M Sell
105,462
-20,814
-16% -$374K 0.36% 53
2017
Q4 		$2.24M Buy
126,276
+11,682
+10% +$202K 0.37% 48
2017
Q3 		$1.91M Buy
114,594
+3,522
+3% +$57.2K 0.34% 57
2017
Q2 		$1.78M Buy
111,072
+1,011
+0.9% +$16.1K 0.32% 56
2017
Q1 		$1.74M Buy
110,061
+93,990
+585% +$1.46M 0.31% 62
2016
Q4 		$242K Buy
16,071
+1,533
+11% +$22.4K 0.06% 219
2016
Q3 		$211K Sell
14,538
-1,404
-9% -$20.3K 0.06% 251
2016
Q2 		$223K Sell
15,942
-378
-2% -$5.21K 0.06% 224
2016
Q1 		$221K Sell
16,320
-801
-5% -$10.1K 0.08% 181
2015
Q4 		$229K Buy
+17,121
New +$233K 0.09% 191
2015
Q3 		– Sell
-7,617
Closed -$108K – 773
2015
Q2 		$108K Buy
7,617
+555
+8% +$8.03K 0.04% 288
2015
Q1 		$102K Buy
7,062
+6,222
+741% +$86.8K 0.04% 282
2014
Q4 		$11K Buy
840
+150
+22% +$1.98K ﹤0.01% 651
2014
Q3 		$9K Buy
690
+396
+135% +$5.24K ﹤0.01% 635
2014
Q2 		$4K Buy
+294
New +$3.79K ﹤0.01% 814
2013
Q4 		– Sell
-381
Closed -$5K – 482
2013
Q3 		$5K Buy
+381
New +$4.3K ﹤0.01% 575

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHM Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.3% in Q2 2023, buying an estimated $91.8K and bringing the position to 315,651 shares worth $7.47M. The position accounts for 1.13% of the portfolio, ranked #21.

Financial Architects (New Jersey) first reported a position in SCHM in Q3 2013 and has held it in 36 quarters since. The position peaked at $7.68M in Q4 2021. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Financial Architects (New Jersey) held 315,651 shares of Schwab US Mid-Cap ETF worth $7.47M as of Q2 2023.
  • Financial Architects (New Jersey) bought 4,074 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $91.8K.
  • Schwab US Mid-Cap ETF made up 1.13% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #21 holding.
  • Financial Architects (New Jersey) first reported a position in Schwab US Mid-Cap ETF in Q3 2013 and has held it in 36 quarters since.
  • Financial Architects (New Jersey)'s Schwab US Mid-Cap ETF position peaked at $7.68M in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.