RGT Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

RGT Wealth 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 Q3	$23K	Buy	+1,164	New	+$26K	﹤0.01%	99

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

RGT Wealth Advisors's SCHM Position: Q3 2022 in Review

RGT Wealth Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2022: 1,164 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #99 among its holdings.

717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

RGT Wealth Advisors held 1,164 shares of Schwab US Mid-Cap ETF worth $23K as of Q3 2022.
Schwab US Mid-Cap ETF was a new RGT Wealth Advisors position in Q3 2022.
Schwab US Mid-Cap ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #99 holding.
717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.