PG
SCHM icon

Patten Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Patten Group’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
-9,627
Closed -$243K – 249
2022
Q1 		$243K Sell
9,627
-78
-0.8% -$1.96K 0.07% 234
2021
Q4 		$260K Hold
9,705
– – 0.07% 228
2021
Q3 		$248K Hold
9,705
– – 0.07% 226
2021
Q2 		$253K Buy
+9,705
New +$251K 0.07% 228
2019
Q1 		– Sell
-2,661
Closed -$43K – 462
2018
Q4 		$43K Sell
2,661
-132
-5% -$2.31K 0.02% 300
2018
Q3 		$54K Sell
2,793
-3
-0.1% -$57 0.02% 312
2018
Q2 		$51K Buy
2,796
+39
+1% +$705 0.02% 321
2018
Q1 		$49K Buy
2,757
+18
+0.7% +$323 0.02% 325
2017
Q4 		$49K Sell
2,739
-96
-3% -$1.66K 0.02% 338
2017
Q3 		$47K Buy
2,835
+39
+1% +$634 0.02% 330
2017
Q2 		$46K Sell
2,796
-1,425
-34% -$22.6K 0.02% 331
2017
Q1 		$66K Hold
4,221
– – 0.03% 284
2016
Q4 		$65K Buy
4,221
+78
+2% +$1.14K 0.03% 281
2016
Q3 		$58.9K Buy
4,143
+45
+1% +$651 0.03% 295
2016
Q2 		$57.4K Buy
4,098
+102
+3% +$1.41K 0.03% 295
2016
Q1 		$54.1K Buy
3,996
+147
+4% +$1.85K 0.03% 301
2015
Q4 		$51.4K Buy
+3,849
New +$52.3K 0.02% 309

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

Patten Group's SCHM Position: Q2 2022 in Review

Patten Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 9,627 shares — an estimated $243K sold.

Patten Group first reported a position in SCHM in Q4 2015 and held it in 17 quarters. The position peaked at $260K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Patten Group reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Patten Group sold 9,627 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $243K.
  • Patten Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
  • Patten Group's Schwab US Mid-Cap ETF position peaked at $260K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Patten Group's 13F filing for Q2 2022, filed 18 Jul 2022.