HI
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Hudock Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hudock Inc’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
Q4 		– Sell
-4,164
Closed -$84K – 617
2022
Q3 		$84K Buy
4,164
+18
+0.4% +$402 0.03% 226
2022
Q2 		$86K Buy
4,146
+18
+0.4% +$415 0.03% 227
2022
Q1 		$104K Sell
4,128
-45,888
-92% -$1.15M 0.03% 222
2021
Q4 		$1.34M Buy
50,016
+159
+0.3% +$4.24K 0.38% 46
2021
Q3 		$1.27M Sell
49,857
-423
-0.8% -$11.1K 0.38% 49
2021
Q2 		$1.31M Buy
50,280
+123
+0.2% +$3.18K 0.39% 48
2021
Q1 		$1.24M Sell
50,157
-8,526
-15% -$207K 0.39% 48
2020
Q4 		$1.33M Sell
58,683
-99
-0.2% -$2.06K 0.43% 44
2020
Q3 		$1.09M Sell
58,782
-828
-1% -$15.3K 0.4% 45
2020
Q2 		$1.04M Sell
59,610
-59,484
-50% -$970K 0.38% 47
2020
Q1 		$1.67M Buy
119,094
+6,573
+6% +$120K 0.66% 32
2019
Q4 		$2.26M Sell
112,521
-1,254
-1% -$24.3K 0.75% 30
2019
Q3 		$2.14M Buy
113,775
+519
+0.5% +$9.8K 0.76% 30
2019
Q2 		$2.15M Buy
113,256
+63,930
+130% +$1.2M 0.78% 28
2019
Q1 		$910K Buy
49,326
+3,438
+7% +$61.4K 0.33% 52
2018
Q4 		$726K Buy
45,888
+1,014
+2% +$17.7K 0.3% 54
2018
Q3 		$865K Buy
44,874
+44,178
+6,347% +$842K 0.34% 51
2018
Q2 		$12K Hold
696
– – ﹤0.01% 405
2018
Q1 		$12K Hold
696
– – 0.01% 419
2017
Q4 		$12K Buy
+696
New +$12K 0.01% 402

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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Hudock Inc's SCHM Position: Q4 2022 in Review

Hudock Inc sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 4,164 shares — an estimated $84K sold.

Hudock Inc first reported a position in SCHM in Q4 2017 and held it in 20 quarters. The position peaked at $2.26M in Q4 2019. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Hudock Inc reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 4,164 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $84K.
  • Hudock Inc first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 20 quarters.
  • Hudock Inc's Schwab US Mid-Cap ETF position peaked at $2.26M in Q4 2019.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.