SkyView Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

SkyView Investment 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
2023 Q3	–	Sell	-156,021	Closed	-$3.69M	–	737
2023 Q2	$3.69M	Buy	156,021 +60,108	+63%	+$1.35M	0.92%	21
2023 Q1	$2.17M	Buy	95,913 +741	+0.8%	+$17.1K	0.51%	42
2022 Q4	$2.08M	Buy	95,172 +2,154	+2%	+$47.2K	0.63%	35
2022 Q3	$1.88M	Buy	93,018 +663	+0.7%	+$14.8K	0.55%	45
2022 Q2	$1.93M	Sell	92,355 -3,225	-3%	-$74.4K	0.51%	41
2022 Q1	$2.21M	Sell	95,580 -85,863	-47%	-$2.15M	0.52%	38
2021 Q4	$4.86M	Sell	181,443 -183	-0.1%	-$4.88K	1.09%	13
2021 Q3	$4.64M	Sell	181,626 -7,176	-4%	-$187K	1.3%	13
2021 Q2	$4.68M	Hold	188,802	–	–	2.18%	8
2021 Q1	$4.68M	Buy	188,802 +672	+0.4%	+$16.3K	2.07%	9
2020 Q4	$4.28M	Buy	+188,130	New	+$3.92M	2.02%	8

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

SkyView Investment Advisors's SCHM Position: Q3 2023 in Review

SkyView Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 156,021 shares — an estimated $3.69M sold.

SkyView Investment Advisors first reported a position in SCHM in Q4 2020 and held it in 11 quarters. The position peaked at $4.86M in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

SkyView Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
SkyView Investment Advisors sold 156,021 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $3.69M.
SkyView Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 11 quarters.
SkyView Investment Advisors's Schwab US Mid-Cap ETF position peaked at $4.86M in Q4 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on SkyView Investment Advisors's 13F filing for Q3 2023, filed 17 Nov 2023.