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

Level Financial 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 		– Sell
-3
Closed – – 339
2022
Q1 		$0 Hold
3
– – ﹤0.01% 272
2021
Q4 		$0 Buy
+3
New +$80 ﹤0.01% 272

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

Level Financial Advisors's SCHM Position: Q2 2022 in Review

Level Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 3 shares.

Level Financial Advisors first reported a position in SCHM in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 736 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Level Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Level Financial Advisors sold 3 Schwab US Mid-Cap ETF shares in Q2 2022.
  • Level Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 2 quarters.
  • Level Financial Advisors's Schwab US Mid-Cap ETF position peaked at $0 in Q1 2022.
  • 736 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Level Financial Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.