Stillwater Capital Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stillwater Capital 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 Q2	–	Sell	-12,915	Closed	-$292K	–	71
2023 Q1	$292K	Hold	12,915	–	–	0.06%	61
2022 Q4	$282K	Hold	12,915	–	–	0.06%	61
2022 Q3	$261K	Hold	12,915	–	–	0.06%	60
2022 Q2	$270K	Hold	12,915	–	–	0.05%	71
2022 Q1	$327K	Hold	12,915	–	–	0.05%	66
2021 Q4	$346K	Hold	12,915	–	–	0.05%	63
2021 Q3	$330K	Hold	12,915	–	–	0.05%	65
2021 Q2	$337K	Hold	12,915	–	–	0.06%	66
2021 Q1	$320K	Hold	12,915	–	–	0.06%	65
2020 Q4	$294K	Hold	12,915	–	–	0.06%	62
2020 Q3	$239K	Hold	12,915	–	–	0.05%	61
2020 Q2	$227K	Buy	+12,915	New	+$210K	0.05%	63
2020 Q1	–	Sell	-12,915	Closed	-$259K	–	68
2019 Q4	$259K	Hold	12,915	–	–	0.06%	66
2019 Q3	$243K	Hold	12,915	–	–	0.06%	66
2019 Q2	$246K	Hold	12,915	–	–	0.06%	68
2019 Q1	$238K	Hold	12,915	–	–	0.05%	81
2018 Q4	$206K	Hold	12,915	–	–	0.05%	81
2018 Q3	$249K	Buy	+12,915	New	+$246K	0.05%	76

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Stillwater Capital Advisors's SCHM Position: Q2 2023 in Review

Stillwater Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 12,915 shares — an estimated $292K sold.

Stillwater Capital Advisors first reported a position in SCHM in Q3 2018 and held it in 18 quarters. The position peaked at $346K in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

Stillwater Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Stillwater Capital Advisors sold 12,915 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $292K.
Stillwater Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2018 and held it in 18 quarters.
Stillwater Capital Advisors's Schwab US Mid-Cap ETF position peaked at $346K in Q4 2021.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Stillwater Capital Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.