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Goodwin Investment Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Goodwin Investment Advisory’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
-162
Closed -$3.39K – 239
2022
Q2 		$3.39K Sell
162
-543
-77% -$12.5K ﹤0.01% 132
2022
Q1 		$18K Hold
705
– – 0.01% 125
2021
Q4 		$19K Hold
705
– – 0.01% 110
2021
Q3 		$18K Hold
705
– – 0.02% 104
2021
Q2 		$18K Buy
+705
New +$18.2K 0.02% 102

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

Goodwin Investment Advisory's SCHM Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 162 shares — an estimated $3.39K sold.

Goodwin Investment Advisory first reported a position in SCHM in Q2 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Goodwin Investment Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 162 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $3.39K.
  • Goodwin Investment Advisory first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 5 quarters.
  • Goodwin Investment Advisory's Schwab US Mid-Cap ETF position peaked at $19K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.