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

Opes 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
2023 Q1	–	Sell	-33,681	Closed	-$737K	–	116
2022 Q4	$737K	Buy	+33,681	New	+$738K	0.27%	56
2019 Q4	–	Sell	-31,998	Closed	-$603K	–	52
2019 Q3	$603K	Sell	31,998 -5,040	-14%	-$95.2K	0.4%	32
2019 Q2	$705K	Sell	37,038 -2,718	-7%	-$50.8K	0.48%	31
2019 Q1	$734K	Buy	+39,756	New	+$710K	0.54%	26

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Opes Wealth Management's SCHM Position: Q1 2023 in Review

Opes Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 33,681 shares — an estimated $737K sold.

Opes Wealth Management first reported a position in SCHM in Q1 2019 and held it in 4 quarters. The position peaked at $737K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

Opes Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
Opes Wealth Management sold 33,681 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $737K.
Opes Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 4 quarters.
Opes Wealth Management's Schwab US Mid-Cap ETF position peaked at $737K in Q4 2022.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Opes Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.