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Semmax Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Semmax Financial 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
Q4 		$2K Buy
+102
New +$2.23K ﹤0.01% 236

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
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
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 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
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Semmax Financial Advisors's SCHM Position: Q4 2022 in Review

Semmax Financial Advisors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2022: 102 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #236 among its holdings.

776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Semmax Financial Advisors held 102 shares of Schwab US Mid-Cap ETF worth $2K as of Q4 2022.
  • Schwab US Mid-Cap ETF was a new Semmax Financial Advisors position in Q4 2022.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q4 2022, its #236 holding.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Semmax Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.