First Capital Advisors Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Capital Advisors Group’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	$3.69M	Buy	156,021 +60,108	+63%	+$1.35M	1.93%	12
2023 Q1	$2.17M	Buy	95,913 +741	+0.8%	+$17.1K	1.39%	20
2022 Q4	$2.08M	Buy	95,172 +2,154	+2%	+$47.2K	1.41%	18
2022 Q3	$1.88M	Buy	93,018 +663	+0.7%	+$14.8K	1.57%	16
2022 Q2	$1.93M	Sell	92,355 -60,243	-39%	-$1.39M	1.32%	19
2022 Q1	$3.86M	Sell	152,598 -33,393	-18%	-$837K	2.53%	14
2021 Q4	$4.99M	Buy	+185,991	New	+$4.96M	2.73%	12
2018 Q4	$3.73M	Sell	233,754 -18,132	-7%	-$317K	2.8%	6
2018 Q3	$4.86M	Buy	251,886 +7,956	+3%	+$152K	2.98%	8
2018 Q2	$4.46M	Buy	243,930 +41,991	+21%	+$759K	2.96%	8
2018 Q1	$3.56M	Buy	201,939 +36,642	+22%	+$658K	2.06%	11
2017 Q4	$2.94M	Buy	165,297 +18,990	+13%	+$328K	1.85%	12
2017 Q3	$2.44M	Buy	146,307 +31,599	+28%	+$514K	1.68%	13
2017 Q2	$1.84M	Buy	114,708 +16,776	+17%	+$267K	1.26%	16
2017 Q1	$1.54M	Buy	+97,932	New	+$1.53M	1.15%	19

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

First Capital Advisors Group's SCHM Position: Q2 2023 in Review

First Capital Advisors Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 63% in Q2 2023, buying an estimated $1.35M and bringing the position to 156,021 shares worth $3.69M. The position accounts for 1.93% of the portfolio, ranked #12.

First Capital Advisors Group first reported a position in SCHM in Q1 2017 and has held it in 15 quarters since. The position peaked at $4.99M in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

First Capital Advisors Group held 156,021 shares of Schwab US Mid-Cap ETF worth $3.69M as of Q2 2023.
First Capital Advisors Group bought 60,108 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $1.35M.
Schwab US Mid-Cap ETF made up 1.93% of First Capital Advisors Group's portfolio in Q2 2023, its #12 holding.
First Capital Advisors Group first reported a position in Schwab US Mid-Cap ETF in Q1 2017 and has held it in 15 quarters since.
First Capital Advisors Group's Schwab US Mid-Cap ETF position peaked at $4.99M in Q4 2021.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.