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Sowell Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sowell Financial Services’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
Q1 		– Sell
-44,121
Closed -$1.18M – 441
2021
Q4 		$1.18M Buy
44,121
+3,375
+8% +$90K 0.07% 299
2021
Q3 		$1.04M Buy
+40,746
New +$1.06M 0.07% 287
2021
Q2 		– Sell
-11,358
Closed -$294K – 2312
2021
Q1 		$294K Buy
11,358
+240
+2% +$5.82K 0.01% 856
2020
Q4 		$253K Sell
11,118
-1,560
-12% -$32.5K 0.01% 757
2020
Q3 		$234K Buy
12,678
+390
+3% +$7.22K 0.01% 680
2020
Q2 		$216K Sell
12,288
-540
-4% -$8.8K 0.01% 693
2020
Q1 		$180K Buy
12,828
+4,557
+55% +$83.4K 0.01% 675
2019
Q4 		$166K Sell
8,271
-4,710
-36% -$91.2K 0.01% 774
2019
Q3 		$245K Buy
+12,981
New +$245K 0.02% 584
2019
Q1 		$3.53M Buy
191,187
+552
+0.3% +$9.86K 0.39% 54
2018
Q4 		$3.05M Buy
+190,635
New +$3.33M 0.43% 51

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sowell Financial Services's SCHM Position: Q1 2022 in Review

Sowell Financial Services sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2022, closing a stake of 44,121 shares — an estimated $1.18M sold.

Sowell Financial Services first reported a position in SCHM in Q4 2018 and held it in 11 quarters. The position peaked at $3.53M in Q1 2019. 758 funds tracked by Wall St. Rank hold SCHM as of Q1 2022.

  • Sowell Financial Services reported no remaining Schwab US Mid-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Sowell Financial Services sold 44,121 Schwab US Mid-Cap ETF shares in Q1 2022, an estimated $1.18M.
  • Sowell Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 11 quarters.
  • Sowell Financial Services's Schwab US Mid-Cap ETF position peaked at $3.53M in Q1 2019.
  • 758 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2022.

Based on Sowell Financial Services's 13F filing for Q1 2022, filed 13 May 2022.