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Newman & Schimel’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Newman & Schimel’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
Q4 		– Sell
-16,389
Closed -$331K – 52
2022
Q3 		$331K Sell
16,389
-600
-4% -$13.4K 0.16% 36
2022
Q2 		$355K Sell
16,989
-1,539
-8% -$35.5K 0.17% 37
2022
Q1 		$469K Sell
18,528
-1,377
-7% -$34.5K 0.31% 30
2021
Q4 		$534K Sell
19,905
-2,232
-10% -$59.5K 0.3% 28
2021
Q3 		$566K Sell
22,137
-618
-3% -$16.1K 0.35% 28
2021
Q2 		$594K Sell
22,755
-1,722
-7% -$44.5K 0.37% 25
2021
Q1 		$607K Sell
24,477
-2,490
-9% -$60.4K 0.41% 22
2020
Q4 		$613K Buy
+26,967
New +$562K 0.51% 19

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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Newman & Schimel's SCHM Position: Q4 2022 in Review

Newman & Schimel sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 16,389 shares — an estimated $331K sold.

Newman & Schimel first reported a position in SCHM in Q4 2020 and held it in 8 quarters. The position peaked at $613K in Q4 2020. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Newman & Schimel reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Newman & Schimel sold 16,389 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $331K.
  • Newman & Schimel first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
  • Newman & Schimel's Schwab US Mid-Cap ETF position peaked at $613K in Q4 2020.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.