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

RegentAtlantic Capital’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
Q3 		$1.63M Buy
80,832
+51,252
+173% +$1.14M 0.05% 232
2022
Q2 		$619K Buy
29,580
+6,000
+25% +$138K 0.02% 391
2022
Q1 		$596K Buy
+23,580
New +$591K 0.02% 419

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Financial Engines Advisors
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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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

RegentAtlantic Capital's SCHM Position: Q3 2022 in Review

RegentAtlantic Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 173% in Q3 2022, buying an estimated $1.14M and bringing the position to 80,832 shares worth $1.63M. The position accounts for 0.05% of the portfolio, ranked #232.

RegentAtlantic Capital first reported a position in SCHM in Q1 2022 and has held it in 3 quarters since. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • RegentAtlantic Capital held 80,832 shares of Schwab US Mid-Cap ETF worth $1.63M as of Q3 2022.
  • RegentAtlantic Capital bought 51,252 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $1.14M.
  • Schwab US Mid-Cap ETF made up 0.05% of RegentAtlantic Capital's portfolio in Q3 2022, its #232 holding.
  • RegentAtlantic Capital first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on RegentAtlantic Capital's 13F filing for Q3 2022, filed 14 Nov 2022.