KIG
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Kessler Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Kessler Investment Group’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
-1,128
Closed -$30K – 197
2021
Q4 		$30K Buy
+1,128
New +$30.1K 0.02% 113

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
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
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

Kessler Investment Group's SCHM Position: Q1 2022 in Review

Kessler Investment Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 1,128 shares — an estimated $30K sold.

Kessler Investment Group first reported a position in SCHM in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Kessler Investment Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Kessler Investment Group sold 1,128 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $30K.
  • Kessler Investment Group first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 1 quarter.
  • Kessler Investment Group's Schwab US Mid-Cap ETF position peaked at $30K in Q4 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Kessler Investment Group's 13F filing for Q1 2022, filed 20 Apr 2022.