Lowell Blake & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Lowell Blake & Associates’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
2023 Q3	$271K	Hold	12,003	–	–	0.08%	52
2023 Q2	$284K	Hold	12,003	–	–	0.08%	51
2023 Q1	$271K	Hold	12,003	–	–	0.08%	52
2022 Q4	$263K	Hold	12,003	–	–	0.09%	52
2022 Q3	$242K	Hold	12,003	–	–	0.09%	51
2022 Q2	$251K	Hold	12,003	–	–	0.1%	49
2022 Q1	$304K	Hold	12,003	–	–	0.11%	48
2021 Q4	$322K	Buy	12,003 +72	+0.6%	+$1.92K	0.13%	49
2021 Q3	$305K	Hold	11,931	–	–	0.14%	49
2021 Q2	$311K	Buy	+11,931	New	+$308K	0.14%	49

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lowell Blake & Associates's SCHM Position: Q3 2023 in Review

Lowell Blake & Associates held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2023 at 12,003 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #52.

Lowell Blake & Associates first reported a position in SCHM in Q2 2021 and has held it in 10 quarters since. The position peaked at $322K in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Lowell Blake & Associates held 12,003 shares of Schwab US Mid-Cap ETF worth $271K as of Q3 2023.
Lowell Blake & Associates left its Schwab US Mid-Cap ETF share count unchanged in Q3 2023.
Schwab US Mid-Cap ETF made up 0.08% of Lowell Blake & Associates's portfolio in Q3 2023, its #52 holding.
Lowell Blake & Associates first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 10 quarters since.
Lowell Blake & Associates's Schwab US Mid-Cap ETF position peaked at $322K in Q4 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.