Minot Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Minot Wealth Management’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	-93,000	Closed	-$2.35M	–	209
2022 Q1	$2.35M	Sell	93,000 -18,000	-16%	-$451K	0.51%	50
2021 Q4	$2.98M	Buy	111,000 +18,000	+19%	+$480K	0.57%	51
2021 Q3	$2.38M	Hold	93,000	–	–	0.51%	55
2021 Q2	$2.4M	Buy	93,000 +12,000	+15%	+$310K	0.53%	54
2021 Q1	$2.01M	Buy	+81,000	New	+$1.97M	0.51%	60

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 $103B AUM 28.65% 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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

LWMT

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGIA

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

Minot Wealth Management's SCHM Position: Q2 2022 in Review

Minot Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 93,000 shares — an estimated $2.35M sold.

Minot Wealth Management first reported a position in SCHM in Q1 2021 and held it in 5 quarters. The position peaked at $2.98M in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

Minot Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
Minot Wealth Management sold 93,000 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $2.35M.
Minot Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 5 quarters.
Minot Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.98M in Q4 2021.
737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.