Morningstar Investment Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Morningstar Investment Services’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 Q1	–	Sell	-268,233	Closed	-$7.19M	–	249
2021 Q4	$7.19M	Buy	268,233 +4,920	+2%	+$131K	0.08%	127
2021 Q3	$6.83M	Buy	263,313 +5,583	+2%	+$146K	0.08%	123
2021 Q2	$6.73M	Buy	257,730 +37,818	+17%	+$977K	0.08%	123
2021 Q1	$5.43M	Sell	219,912 -10,449	-5%	-$253K	0.07%	147
2020 Q4	$5.24M	Sell	230,361 -17,556	-7%	-$366K	0.07%	144
2020 Q3	$4.57M	Buy	247,917 +43,839	+21%	+$812K	0.07%	138
2020 Q2	$3.53M	Buy	+204,078	New	+$3.33M	0.06%	148

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morningstar Investment Services's SCHM Position: Q1 2022 in Review

Morningstar Investment Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 268,233 shares — an estimated $7.19M sold.

Morningstar Investment Services first reported a position in SCHM in Q2 2020 and held it in 7 quarters. The position peaked at $7.19M in Q4 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

Morningstar Investment Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
Morningstar Investment Services sold 268,233 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $7.19M.
Morningstar Investment Services first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 7 quarters.
Morningstar Investment Services's Schwab US Mid-Cap ETF position peaked at $7.19M in Q4 2021.
758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Morningstar Investment Services's 13F filing for Q1 2022, filed 10 May 2022.