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Personal Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Personal Capital Advisors’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
Q4 		$234K Buy
10,716
+183
+2% +$4.01K ﹤0.01% 429
2022
Q3 		$213K Sell
10,533
-459
-4% -$10.2K ﹤0.01% 424
2022
Q2 		$230K Sell
10,992
-2,433
-18% -$56.1K ﹤0.01% 404
2022
Q1 		$339K Sell
13,425
-1,974
-13% -$49.5K ﹤0.01% 364
2021
Q4 		$413K Buy
15,399
+5,091
+49% +$136K ﹤0.01% 370
2021
Q3 		$263K Sell
10,308
-1,248
-11% -$32.6K ﹤0.01% 428
2021
Q2 		$301K Buy
11,556
+1,341
+13% +$34.6K ﹤0.01% 392
2021
Q1 		$253K Sell
10,215
-2,895
-22% -$70.2K ﹤0.01% 422
2020
Q4 		$298K Buy
+13,110
New +$273K ﹤0.01% 382
2020
Q2 		– Sell
-18,567
Closed -$235K – 372
2020
Q1 		$235K Buy
18,567
+2,220
+14% +$40.7K ﹤0.01% 312
2019
Q4 		$328K Buy
16,347
+5,127
+46% +$99.3K ﹤0.01% 314
2019
Q3 		$211K Sell
11,220
-180
-2% -$3.4K ﹤0.01% 346
2019
Q2 		$217K Buy
+11,400
New +$213K ﹤0.01% 305

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
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Personal Capital Advisors's SCHM Position: Q4 2022 in Review

Personal Capital Advisors increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q4 2022, buying an estimated $4.01K and bringing the position to 10,716 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Personal Capital Advisors first reported a position in SCHM in Q2 2019 and has held it in 13 quarters since. The position peaked at $413K in Q4 2021. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Personal Capital Advisors held 10,716 shares of Schwab US Mid-Cap ETF worth $234K as of Q4 2022.
  • Personal Capital Advisors bought 183 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $4.01K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #429 holding.
  • Personal Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 13 quarters since.
  • Personal Capital Advisors's Schwab US Mid-Cap ETF position peaked at $413K in Q4 2021.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.