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

Gratus 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
Q2 		– Sell
-8,622
Closed -$218K – 210
2022
Q1 		$218K Buy
8,622
+30
+0.3% +$752 0.02% 194
2021
Q4 		$230K Buy
8,592
+30
+0.4% +$800 0.02% 188
2021
Q3 		$219K Buy
8,562
+30
+0.4% +$784 0.02% 178
2021
Q2 		$223K Buy
8,532
+21
+0.2% +$542 0.02% 180
2021
Q1 		$211K Buy
+8,511
New +$206K 0.03% 176
2016
Q1 		– Sell
-31,992
Closed -$427K – 86
2015
Q4 		$427K Buy
+31,992
New +$434K 0.1% 64

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Gratus Capital's SCHM Position: Q2 2022 in Review

Gratus Capital sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 8,622 shares — an estimated $218K sold.

Gratus Capital first reported a position in SCHM in Q4 2015 and held it in 6 quarters. The position peaked at $427K in Q4 2015. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Gratus Capital reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Gratus Capital sold 8,622 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $218K.
  • Gratus Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 6 quarters.
  • Gratus Capital's Schwab US Mid-Cap ETF position peaked at $427K in Q4 2015.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Gratus Capital's 13F filing for Q2 2022, filed 29 Jul 2022.