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Fulcrum Capital’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fulcrum Capital’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
Q1 		– Sell
-64,389
Closed -$1.73M – 82
2021
Q4 		$1.73M Sell
64,389
-22,878
-26% -$610K 0.37% 44
2021
Q3 		$2.23M Buy
+87,267
New +$2.28M 0.53% 39

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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Fulcrum Capital's SCHM Position: Q1 2022 in Review

Fulcrum Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 64,389 shares — an estimated $1.73M sold.

Fulcrum Capital first reported a position in SCHM in Q3 2021 and held it in 2 quarters. The position peaked at $2.23M in Q3 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Fulcrum Capital reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Capital sold 64,389 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $1.73M.
  • Fulcrum Capital first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Fulcrum Capital's Schwab US Mid-Cap ETF position peaked at $2.23M in Q3 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Fulcrum Capital's 13F filing for Q1 2022, filed 5 May 2022.