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Great Lakes Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Great Lakes Advisors’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
2021
Q4 		– Sell
-11,640
Closed -$297K – 726
2021
Q3 		$297K Hold
11,640
– – ﹤0.01% 589
2021
Q2 		$304K Buy
+11,640
New +$301K ﹤0.01% 584

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HighTower Advisors
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Great Lakes Advisors's SCHM Position: Q4 2021 in Review

Great Lakes Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 11,640 shares — an estimated $297K sold.

Great Lakes Advisors first reported a position in SCHM in Q2 2021 and held it in 2 quarters. The position peaked at $304K in Q2 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Great Lakes Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Great Lakes Advisors sold 11,640 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $297K.
  • Great Lakes Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 2 quarters.
  • Great Lakes Advisors's Schwab US Mid-Cap ETF position peaked at $304K in Q2 2021.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Great Lakes Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.