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

Prostatis 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 		– Sell
-487,581
Closed -$163K – 208
2023
Q2 		$163K Buy
+487,581
New +$11M 0.08% 116
2022
Q3 		– Sell
-11,715
Closed -$245K – 70
2022
Q2 		$245K Sell
11,715
-2,904
-20% -$67K 0.38% 34
2022
Q1 		$370K Sell
14,619
-20,922
-59% -$524K 0.3% 48
2021
Q4 		$953K Sell
35,541
-12,570
-26% -$335K 0.58% 38
2021
Q3 		$1.23M Sell
48,111
-141
-0.3% -$3.68K 0.73% 37
2021
Q2 		$1.26M Sell
48,252
-4,095
-8% -$106K 0.86% 34
2021
Q1 		$1.3M Sell
52,347
-9,261
-15% -$225K 1.02% 25
2020
Q4 		$1.4M Sell
61,608
-234
-0.4% -$4.88K 1.17% 21
2020
Q3 		$1.14M Buy
61,842
+24,849
+67% +$460K 1.08% 26
2020
Q2 		$649K Buy
36,993
+15,681
+74% +$256K 1.3% 27
2020
Q1 		$300K Sell
21,312
-78,018
-79% -$1.43M 0.43% 33
2019
Q4 		$1.99M Buy
+99,330
New +$1.92M 1.8% 18

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Prostatis Group's SCHM Position: Q3 2023 in Review

Prostatis Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 487,581 shares — an estimated $163K sold.

Prostatis Group first reported a position in SCHM in Q4 2019 and held it in 12 quarters. The position peaked at $1.99M in Q4 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Prostatis Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Prostatis Group sold 487,581 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $163K.
  • Prostatis Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 12 quarters.
  • Prostatis Group's Schwab US Mid-Cap ETF position peaked at $1.99M in Q4 2019.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Prostatis Group's 13F filing for Q3 2023, filed 21 Mar 2025.