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

HYA 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 		$401K Sell
19,173
-1,398
-7% -$32.3K 0.16% 83
2022
Q1 		$520K Buy
20,571
+12
+0.1% +$301 0.18% 83
2021
Q4 		$551K Sell
20,559
-3,879
-16% -$103K 0.2% 76
2021
Q3 		$633K Sell
24,438
-6,186
-20% -$162K 0.26% 65
2021
Q2 		$799K Buy
30,624
+15
+0% +$387 0.33% 47
2021
Q1 		$759K Buy
30,609
+6
+0% +$146 0.36% 49
2020
Q4 		$695K Buy
30,603
+9
+0% +$188 0.37% 49
2020
Q3 		$566K Sell
30,594
-4,383
-13% -$81.2K 0.34% 51
2020
Q2 		$614K Buy
34,977
+12
+0% +$196 0.4% 47
2020
Q1 		$491K Buy
34,965
+27
+0.1% +$494 0.4% 47
2019
Q4 		$701K Buy
+34,938
New +$676K 0.45% 40

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AA
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

HYA Advisors's SCHM Position: Q2 2022 in Review

HYA Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6.8% in Q2 2022, selling an estimated $32.3K and leaving 19,173 shares worth $401K. The position accounts for 0.16% of the portfolio, ranked #83.

HYA Advisors first reported a position in SCHM in Q4 2019 and has held it in 11 quarters since. The position peaked at $799K in Q2 2021. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • HYA Advisors held 19,173 shares of Schwab US Mid-Cap ETF worth $401K as of Q2 2022.
  • HYA Advisors sold 1,398 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $32.3K.
  • Schwab US Mid-Cap ETF made up 0.16% of HYA Advisors's portfolio in Q2 2022, its #83 holding.
  • HYA Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
  • HYA Advisors's Schwab US Mid-Cap ETF position peaked at $799K in Q2 2021.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.