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Sterling Investment Advisors (Pennsylvania)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q3 		– Sell
-723
Closed -$15K – 425
2022
Q2 		$15K Hold
723
– – 0.01% 359
2022
Q1 		$18K Buy
723
+18
+3% +$451 0.01% 367
2021
Q4 		$19K Sell
705
-792
-53% -$21.1K 0.01% 373
2021
Q3 		$38K Sell
1,497
-195
-12% -$5.09K 0.01% 285
2021
Q2 		$44K Hold
1,692
– – 0.01% 271
2021
Q1 		$42K Hold
1,692
– – 0.01% 255
2020
Q4 		$38K Hold
1,692
– – 0.01% 248
2020
Q3 		$31K Hold
1,692
– – 0.01% 256
2020
Q2 		$29K Buy
1,692
+450
+36% +$7.33K 0.01% 260
2020
Q1 		$17K Hold
1,242
– – 0.01% 283
2019
Q4 		$24K Hold
1,242
– – 0.01% 283
2019
Q3 		$23K Hold
1,242
– – 0.01% 276
2019
Q2 		$24K Hold
1,242
– – 0.01% 278
2019
Q1 		$23K Hold
1,242
– – 0.01% 282
2018
Q4 		$19K Buy
1,242
+114
+10% +$1.99K 0.01% 280
2018
Q3 		$22K Buy
1,128
+678
+151% +$12.9K 0.01% 298
2018
Q2 		$8K Hold
450
– – ﹤0.01% 338
2018
Q1 		$8K Sell
450
-120
-21% -$2.15K ﹤0.01% 327
2017
Q4 		$10K Buy
570
+450
+375% +$7.77K 0.01% 303
2017
Q3 		$2K Hold
120
– – ﹤0.01% 329
2017
Q2 		$2K Hold
120
– – ﹤0.01% 358
2017
Q1 		$2K Sell
120
-330
-73% -$5.14K ﹤0.01% 315
2016
Q4 		$7K Buy
+450
New +$6.58K 0.01% 262

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SCHM Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 723 shares — an estimated $15K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SCHM in Q4 2016 and held it in 23 quarters. The position peaked at $44K in Q2 2021. 718 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 723 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $15K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 23 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Schwab US Mid-Cap ETF position peaked at $44K in Q2 2021.
  • 718 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.