Segall Bryant & Hamill’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Segall Bryant & Hamill’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	-23,769	Closed	-$563K	–	662
2023 Q2	$563K	Buy	23,769 +600	+3%	+$13.5K	0.01%	555
2023 Q1	$524K	Hold	23,169	–	–	0.01%	565
2022 Q4	$506K	Sell	23,169 -600	-3%	-$13.2K	0.01%	569
2022 Q3	$479K	Buy	23,769 +519	+2%	+$11.6K	0.01%	584
2022 Q2	$487K	Hold	23,250	–	–	0.01%	579
2022 Q1	$588K	Buy	+23,250	New	+$583K	0.01%	583
2021 Q4	–	Sell	-22,650	Closed	-$579K	–	720
2021 Q3	$579K	Sell	22,650 -300	-1%	-$7.84K	0.01%	606
2021 Q2	$599K	Buy	22,950 +300	+1%	+$7.75K	0.01%	577
2021 Q1	$562K	Hold	22,650	–	–	0.01%	631
2020 Q4	$515K	Hold	22,650	–	–	0.01%	572
2020 Q3	$419K	Buy	+22,650	New	+$420K	0.01%	574

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Segall Bryant & Hamill's SCHM Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 23,769 shares — an estimated $563K sold.

Segall Bryant & Hamill first reported a position in SCHM in Q3 2020 and held it in 11 quarters. The position peaked at $599K in Q2 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Segall Bryant & Hamill reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Segall Bryant & Hamill sold 23,769 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $563K.
Segall Bryant & Hamill first reported a position in Schwab US Mid-Cap ETF in Q3 2020 and held it in 11 quarters.
Segall Bryant & Hamill's Schwab US Mid-Cap ETF position peaked at $599K in Q2 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.