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Independent Wealth Network’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Independent Wealth Network’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
Q1 		– Sell
-7,488
Closed -$201K – 235
2021
Q4 		$201K Buy
+7,488
New +$200K 0.12% 202

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HighTower Advisors
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UBS Group
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PCIA
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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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Independent Wealth Network's SCHM Position: Q1 2022 in Review

Independent Wealth Network sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 7,488 shares — an estimated $201K sold.

Independent Wealth Network first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Independent Wealth Network reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Wealth Network sold 7,488 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $201K.
  • Independent Wealth Network first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Independent Wealth Network's Schwab US Mid-Cap ETF position peaked at $201K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Independent Wealth Network's 13F filing for Q1 2022, filed 20 Apr 2022.