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Laurel Wealth Advisors (California)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Laurel Wealth Advisors (California)’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 		$537K Sell
24,573
-288
-1% -$6.31K 0.05% 343
2022
Q3 		$502K Buy
24,861
+153
+0.6% +$3.41K 0.05% 341
2022
Q2 		$517K Buy
24,708
+168
+0.7% +$3.88K 0.05% 349
2022
Q1 		$621K Buy
24,540
+117
+0.5% +$2.93K 0.05% 355
2021
Q4 		$655K Buy
24,423
+1,011
+4% +$27K 0.05% 365
2021
Q3 		$598K Buy
23,412
+1,623
+7% +$42.4K 0.11% 208
2021
Q2 		$568K Buy
21,789
+5,142
+31% +$133K 0.07% 254
2021
Q1 		$413K Sell
16,647
-93,966
-85% -$2.28M 0.06% 289
2020
Q4 		$2.51M Sell
110,613
-519
-0.5% -$10.8K 0.37% 62
2020
Q3 		$2.06M Sell
111,132
-9,933
-8% -$184K 0.34% 63
2020
Q2 		$2.12M Sell
121,065
-7,530
-6% -$123K 0.39% 64
2020
Q1 		$1.81M Sell
128,595
-146,448
-53% -$2.68M 0.42% 61
2019
Q4 		$5.51M Buy
275,043
+11,010
+4% +$213K 0.92% 18
2019
Q3 		$4.98M Buy
264,033
+159,585
+153% +$3.02M 0.85% 26
2019
Q2 		$1.99M Buy
104,448
+30,012
+40% +$561K 0.44% 57
2019
Q1 		$1.37M Buy
74,436
+6,111
+9% +$109K 0.34% 83
2018
Q4 		$1.09M Buy
68,325
+30,846
+82% +$539K 0.32% 87
2018
Q3 		$722K Buy
37,479
+16,923
+82% +$322K 0.18% 129
2018
Q2 		$376K Sell
20,556
-2,067
-9% -$37.4K 0.1% 218
2018
Q1 		$398K Buy
+22,623
New +$406K 0.12% 197

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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SCHM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.2% in Q4 2022, selling an estimated $6.31K and leaving 24,573 shares worth $537K. The position accounts for 0.05% of the portfolio, ranked #343.

Laurel Wealth Advisors (California) first reported a position in SCHM in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.51M in Q4 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Laurel Wealth Advisors (California) held 24,573 shares of Schwab US Mid-Cap ETF worth $537K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 288 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $6.31K.
  • Schwab US Mid-Cap ETF made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #343 holding.
  • Laurel Wealth Advisors (California) first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 20 quarters since.
  • Laurel Wealth Advisors (California)'s Schwab US Mid-Cap ETF position peaked at $5.51M in Q4 2019.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.