HC Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

HC Financial 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
2022 Q2	$40K	Buy	1,914 +6	+0.3%	+$138	0.03%	139
2022 Q1	$48K	Buy	1,908 +3	+0.2%	+$75	0.03%	134
2021 Q4	$51K	Buy	1,905 +969	+104%	+$25.8K	0.03%	140
2021 Q3	$24K	Buy	936 +3	+0.3%	+$78	0.01%	180
2021 Q2	$24K	Sell	933 -882	-49%	-$22.8K	0.01%	175
2021 Q1	$45K	Buy	1,815 +6	+0.3%	+$146	0.03%	137
2020 Q4	$41K	Buy	1,809 +6	+0.3%	+$125	0.03%	153
2020 Q3	$33K	Buy	1,803 +6	+0.3%	+$111	0.02%	148
2020 Q2	$32K	Sell	1,797 -2,400	-57%	-$39.1K	0.03%	142
2020 Q1	$59K	Buy	+4,197	New	+$76.9K	0.05%	97

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

HC Financial Advisors's SCHM Position: Q2 2022 in Review

HC Financial Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.31% in Q2 2022, buying an estimated $138 and bringing the position to 1,914 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #139.

HC Financial Advisors first reported a position in SCHM in Q1 2020 and has held it in 10 quarters since. The position peaked at $59K in Q1 2020. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

HC Financial Advisors held 1,914 shares of Schwab US Mid-Cap ETF worth $40K as of Q2 2022.
HC Financial Advisors bought 6 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $138.
Schwab US Mid-Cap ETF made up 0.03% of HC Financial Advisors's portfolio in Q2 2022, its #139 holding.
HC Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Schwab US Mid-Cap ETF position peaked at $59K in Q1 2020.
737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.