OCM
SCHM icon

Orser Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Orser Capital 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
-11,238
Closed -$284K – 69
2022
Q1 		$284K Buy
11,238
+3,582
+47% +$89.8K 0.17% 74
2021
Q4 		$205K Sell
7,656
-3,834
-33% -$102K 0.1% 93
2021
Q3 		$294K Hold
11,490
– – 0.16% 77
2021
Q2 		$300K Buy
+11,490
New +$297K 0.15% 86

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

Orser Capital Management's SCHM Position: Q2 2022 in Review

Orser Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 11,238 shares — an estimated $284K sold.

Orser Capital Management first reported a position in SCHM in Q2 2021 and held it in 4 quarters. The position peaked at $300K in Q2 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Orser Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Orser Capital Management sold 11,238 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $284K.
  • Orser Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and held it in 4 quarters.
  • Orser Capital Management's Schwab US Mid-Cap ETF position peaked at $300K in Q2 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Orser Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.