Graves Light Lenhart Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Graves Light Lenhart Wealth’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	-4,224	Closed	-$88K	–	513
2022 Q2	$88K	Buy	4,224 +18	+0.4%	+$415	0.01%	247
2022 Q1	$106K	Buy	4,206 +15	+0.4%	+$376	0.01%	253
2021 Q4	$112K	Buy	4,191 +15	+0.4%	+$400	0.02%	275
2021 Q3	$107K	Buy	4,176 +15	+0.4%	+$392	0.02%	262
2021 Q2	$109K	Buy	4,161 +9	+0.2%	+$232	0.02%	262
2021 Q1	$103K	Buy	4,152 +9	+0.2%	+$218	0.02%	271
2020 Q4	$94K	Buy	+4,143	New	+$86.4K	0.02%	275

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

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Graves Light Lenhart Wealth's SCHM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 4,224 shares — an estimated $88K sold.

Graves Light Lenhart Wealth first reported a position in SCHM in Q4 2020 and held it in 7 quarters. The position peaked at $112K in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 4,224 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $88K.
Graves Light Lenhart Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Schwab US Mid-Cap ETF position peaked at $112K in Q4 2021.
718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.