QCM
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Quest Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Quest Capital Management’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
2021
Q4 		$2.18M Buy
+81,303
New +$2.17M 0.37% 41
2021
Q3 		– Sell
-14,046
Closed -$366K – 308
2021
Q2 		$366K Buy
+14,046
New +$363K 0.07% 178

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Quest Capital Management's SCHM Position: Q4 2021 in Review

Quest Capital Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2021: 81,303 shares worth $2.18M. The stake represents 0.37% of the portfolio and ranks #41 among its holdings. This is a return to the name: Quest Capital Management previously reported a position in SCHM as recently as Q2 2021.

Quest Capital Management first reported a position in SCHM in Q2 2021 and has held it in 2 quarters since. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Quest Capital Management held 81,303 shares of Schwab US Mid-Cap ETF worth $2.18M as of Q4 2021.
  • Schwab US Mid-Cap ETF was a new Quest Capital Management position in Q4 2021.
  • Schwab US Mid-Cap ETF made up 0.37% of Quest Capital Management's portfolio in Q4 2021, its #41 holding.
  • Quest Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.