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Fort Pitt Capital Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fort Pitt Capital 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
2024
Q1 		– Sell
-65,256
Closed -$1.64M – 130
2023
Q4 		$1.64M Buy
65,256
+47,676
+271% +$1.09M 0.05% 69
2023
Q3 		$397K Buy
17,580
+981
+6% +$23.2K 0.01% 99
2023
Q2 		$393K Sell
16,599
-4,224
-20% -$95.2K 0.01% 94
2023
Q1 		$471K Sell
20,823
-193,557
-90% -$4.46M 0.02% 92
2022
Q4 		$4.69M Buy
+214,380
New +$4.7M 0.19% 53
2022
Q1 		– Sell
-28,851
Closed -$773K – 148
2021
Q4 		$773K Buy
28,851
+15,822
+121% +$422K 0.03% 94
2021
Q3 		$333K Sell
13,029
-14,457
-53% -$378K 0.01% 109
2021
Q2 		$717K Buy
27,486
+5,904
+27% +$152K 0.03% 104
2021
Q1 		$535K Sell
21,582
-20,223
-48% -$491K 0.02% 95
2020
Q4 		$950K Buy
41,805
+18,006
+76% +$376K 0.05% 84
2020
Q3 		$440K Sell
23,799
-13,056
-35% -$242K 0.02% 101
2020
Q2 		$646K Sell
36,855
-6,378
-15% -$104K 0.04% 108
2020
Q1 		$608K Sell
43,233
-40,488
-48% -$741K 0.04% 110
2019
Q4 		$1.68M Buy
83,721
+46,923
+128% +$909K 0.1% 78
2019
Q3 		$694K Buy
36,798
+1,845
+5% +$34.9K 0.04% 97
2019
Q2 		$665K Sell
34,953
-209,793
-86% -$3.92M 0.05% 83
2019
Q1 		$4.52M Sell
244,746
-227,598
-48% -$4.07M 0.34% 46
2018
Q4 		$7.55M Buy
+472,344
New +$8.25M 0.58% 41
2018
Q2 		– Sell
-76,557
Closed -$1.35M – 143
2018
Q1 		$1.35M Sell
76,557
-99,075
-56% -$1.78M 0.11% 66
2017
Q4 		$3.12M Buy
+175,632
New +$3.03M 0.25% 48

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 $104B AUM 28.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fort Pitt Capital Group's SCHM Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 65,256 shares — an estimated $1.64M sold.

Fort Pitt Capital Group first reported a position in SCHM in Q4 2017 and held it in 20 quarters. The position peaked at $7.55M in Q4 2018. 862 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Fort Pitt Capital Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Fort Pitt Capital Group sold 65,256 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $1.64M.
  • Fort Pitt Capital Group first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 20 quarters.
  • Fort Pitt Capital Group's Schwab US Mid-Cap ETF position peaked at $7.55M in Q4 2018.
  • 862 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.