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Shilanski & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Shilanski & Associates’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 		– Sell
-55,746
Closed -$1.13M – 187
2022
Q3 		$1.13M Buy
+55,746
New +$1.24M 0.41% 39

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UBS Group
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BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
AA
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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

Shilanski & Associates's SCHM Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 55,746 shares — an estimated $1.13M sold.

Shilanski & Associates first reported a position in SCHM in Q3 2022 and held it in 1 quarter. The position peaked at $1.13M in Q3 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Shilanski & Associates reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 55,746 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $1.13M.
  • Shilanski & Associates first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Schwab US Mid-Cap ETF position peaked at $1.13M in Q3 2022.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.