M1FG
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Mach-1 Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mach-1 Financial 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
2023
Q2 		– Sell
-255
Closed -$5.77K – 314
2023
Q1 		$5.77K Buy
+255
New +$5.87K 0.04% 171
2022
Q4 		– Sell
-255
Closed -$5K – 394
2022
Q3 		$5K Hold
255
– – 0.01% 280
2022
Q2 		$5K Buy
+255
New +$5.88K ﹤0.01% 304

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mach-1 Financial Group's SCHM Position: Q2 2023 in Review

Mach-1 Financial Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 255 shares — an estimated $5.77K sold.

Mach-1 Financial Group first reported a position in SCHM in Q2 2022 and held it in 3 quarters. The position peaked at $5.77K in Q1 2023. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Mach-1 Financial Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Mach-1 Financial Group sold 255 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $5.77K.
  • Mach-1 Financial Group first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 3 quarters.
  • Mach-1 Financial Group's Schwab US Mid-Cap ETF position peaked at $5.77K in Q1 2023.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.