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Park Avenue Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Park Avenue Securities’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
-12,018
Closed -$322K – 1176
2021
Q4 		$322K Sell
12,018
-7,875
-40% -$210K 0.01% 894
2021
Q3 		$508K Buy
19,893
+4,782
+32% +$125K 0.01% 627
2021
Q2 		$394K Buy
15,111
+3,543
+31% +$91.5K 0.01% 731
2021
Q1 		$287K Buy
+11,568
New +$281K 0.01% 792

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HighTower Advisors
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UBS Group
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Park Avenue Securities's SCHM Position: Q1 2022 in Review

Park Avenue Securities sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 12,018 shares — an estimated $322K sold.

Park Avenue Securities first reported a position in SCHM in Q1 2021 and held it in 4 quarters. The position peaked at $508K in Q3 2021. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Park Avenue Securities reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Park Avenue Securities sold 12,018 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $322K.
  • Park Avenue Securities first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 4 quarters.
  • Park Avenue Securities's Schwab US Mid-Cap ETF position peaked at $508K in Q3 2021.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Park Avenue Securities's 13F filing for Q1 2022, filed 29 Apr 2022.