Founders Capital Management (Texas)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Founders Capital Management (Texas)’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 Q3	–	Sell	-18	Closed	-$433	–	423
2023 Q2	$433	Hold	18	–	–	﹤0.01%	380
2023 Q1	$0	Hold	18	–	–	﹤0.01%	406
2022 Q4	$0	Sell	18 -18	-50%	-$394	﹤0.01%	392
2022 Q3	$1K	Sell	36 -600	-94%	-$13.4K	﹤0.01%	378
2022 Q2	$13K	Buy	636 +618	+3,433%	+$14.3K	0.01%	284
2022 Q1	$0	Hold	18	–	–	﹤0.01%	316
2021 Q4	$0	Buy	+18	New	+$480	﹤0.01%	323

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Founders Capital Management (Texas)'s SCHM Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 18 shares — an estimated $433 sold.

Founders Capital Management (Texas) first reported a position in SCHM in Q4 2021 and held it in 7 quarters. The position peaked at $13K in Q2 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Founders Capital Management (Texas) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Founders Capital Management (Texas) sold 18 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $433.
Founders Capital Management (Texas) first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 7 quarters.
Founders Capital Management (Texas)'s Schwab US Mid-Cap ETF position peaked at $13K in Q2 2022.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.