GC
SCHM icon

Gilbert & Cook’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-57,261
Closed -$1.2M – 219
2022
Q2 		$1.2M Buy
+57,261
New +$1.32M 0.22% 37

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Gilbert & Cook's SCHM Position: Q3 2022 in Review

Gilbert & Cook sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 57,261 shares — an estimated $1.2M sold.

Gilbert & Cook first reported a position in SCHM in Q2 2022 and held it in 1 quarter. The position peaked at $1.2M in Q2 2022. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Gilbert & Cook reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Gilbert & Cook sold 57,261 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $1.2M.
  • Gilbert & Cook first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Gilbert & Cook's Schwab US Mid-Cap ETF position peaked at $1.2M in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Gilbert & Cook's 13F filing for Q3 2022, filed 3 Nov 2022.