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Professional Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Professional Financial 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 		– Sell
-669
Closed -$14K – 374
2022
Q3 		$14K Hold
669
– – 0.01% 264
2022
Q2 		$14K Sell
669
-408
-38% -$9.41K 0.01% 269
2022
Q1 		$27K Sell
1,077
-132
-11% -$3.31K 0.01% 210
2021
Q4 		$32K Hold
1,209
– – 0.01% 205
2021
Q3 		$31K Hold
1,209
– – 0.02% 175
2021
Q2 		$32K Buy
1,209
+3
+0.2% +$77 0.02% 177
2021
Q1 		$30K Sell
1,206
-822
-41% -$19.9K 0.02% 162
2020
Q4 		$46K Sell
2,028
-123
-6% -$2.56K 0.04% 130
2020
Q3 		$40K Buy
+2,151
New +$39.8K 0.04% 127

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

Professional Financial Advisors's SCHM Position: Q4 2022 in Review

Professional Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 669 shares — an estimated $14K sold.

Professional Financial Advisors first reported a position in SCHM in Q3 2020 and held it in 9 quarters. The position peaked at $46K in Q4 2020. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Professional Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 669 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $14K.
  • Professional Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Schwab US Mid-Cap ETF position peaked at $46K in Q4 2020.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.