Lehman & Derafelo Financial Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lehman & Derafelo Financial Resources’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	-744	Closed	-$15K	–	172
2022 Q3	$15K	Hold	744	–	–	﹤0.01%	155
2022 Q2	$16K	Buy	+744	New	+$17.2K	﹤0.01%	160
2021 Q4	–	Sell	-744	Closed	-$19K	–	170
2021 Q3	$19K	Hold	744	–	–	0.01%	156
2021 Q2	$19K	Sell	744 -507	-41%	-$13.1K	0.01%	182
2021 Q1	$31K	Hold	1,251	–	–	0.01%	164
2020 Q4	$28K	Hold	1,251	–	–	0.01%	166
2020 Q3	$23K	Sell	1,251 -522	-29%	-$9.67K	0.01%	196
2020 Q2	$31K	Hold	1,773	–	–	0.01%	175
2020 Q1	$25K	Sell	1,773 -60	-3%	-$1.1K	0.01%	132
2019 Q4	$37K	Hold	1,833	–	–	0.01%	140
2019 Q3	$35K	Sell	1,833 -288	-14%	-$5.44K	0.01%	131
2019 Q2	$41K	Sell	2,121 -9	-0.4%	-$168	0.02%	127
2019 Q1	$39K	Hold	2,130	–	–	0.02%	132
2018 Q4	$34K	Buy	+2,130	New	+$37.2K	0.02%	126

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 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

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

Lehman & Derafelo Financial Resources's SCHM Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 744 shares — an estimated $15K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHM in Q4 2018 and held it in 14 quarters. The position peaked at $41K in Q2 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 744 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $15K.
Lehman & Derafelo Financial Resources first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Schwab US Mid-Cap ETF position peaked at $41K in Q2 2019.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.