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Stillwater Investment Management (Minnesota)’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$824K Buy
36,414
+129
+0.4% +$2.97K 0.22% 55
2022
Q4 		$794K Buy
36,285
+183
+0.5% +$4.01K 0.22% 55
2022
Q3 		$728K Buy
36,102
+165
+0.5% +$3.68K 0.22% 56
2022
Q2 		$751K Buy
+35,937
New +$829K 0.22% 56

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Stillwater Investment Management (Minnesota)'s SCHM Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.36% in Q1 2023, buying an estimated $2.97K and bringing the position to 36,414 shares worth $824K. The position accounts for 0.22% of the portfolio, ranked #55.

Stillwater Investment Management (Minnesota) first reported a position in SCHM in Q2 2022 and has held it in 4 quarters since. 783 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 36,414 shares of Schwab US Mid-Cap ETF worth $824K as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 129 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $2.97K.
  • Schwab US Mid-Cap ETF made up 0.22% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #55 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and has held it in 4 quarters since.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.