Payden & Rygel Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Payden & Rygel Investment 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
2023 Q3	$77K	Buy	+3,390	New	+$80.3K	0.01%	129

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Payden & Rygel Investment Group's SCHM Position: Q3 2023 in Review

Payden & Rygel Investment Group opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2023: 3,390 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #129 among its holdings.

776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Payden & Rygel Investment Group held 3,390 shares of Schwab US Mid-Cap ETF worth $77K as of Q3 2023.
Schwab US Mid-Cap ETF was a new Payden & Rygel Investment Group position in Q3 2023.
Schwab US Mid-Cap ETF made up 0.01% of Payden & Rygel Investment Group's portfolio in Q3 2023, its #129 holding.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Payden & Rygel Investment Group's 13F filing for Q3 2023, filed 8 Nov 2023.