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

Stonebridge 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 Q4	–	Sell	-2,010	Closed	-$45.3K	–	727
2023 Q3	$45.3K	Hold	2,010	–	–	0.01%	377
2023 Q2	$47.6K	Buy	2,010 +396	+25%	+$8.92K	0.01%	371
2023 Q1	$36.5K	Sell	1,614 -252	-14%	-$5.8K	﹤0.01%	408
2022 Q4	$40.8K	Buy	1,866 +1,752	+1,537%	+$38.4K	﹤0.01%	382
2022 Q3	$2K	Hold	114	–	–	﹤0.01%	824
2022 Q2	$2K	Hold	114	–	–	﹤0.01%	821
2022 Q1	$3K	Sell	114 -252	-69%	-$6.32K	﹤0.01%	859
2021 Q4	$10K	Hold	366	–	–	﹤0.01%	644
2021 Q3	$9K	Hold	366	–	–	﹤0.01%	638
2021 Q2	$10K	Hold	366	–	–	﹤0.01%	618
2021 Q1	$9K	Buy	+366	New	+$8.88K	﹤0.01%	658
2020 Q3	–	Sell	-252	Closed	-$4K	–	608
2020 Q2	$4K	Buy	+252	New	+$4.11K	﹤0.01%	592

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $13.5B AUM 24.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Stonebridge Capital Advisors's SCHM Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 2,010 shares — an estimated $45.3K sold.

Stonebridge Capital Advisors first reported a position in SCHM in Q2 2020 and held it in 12 quarters. The position peaked at $47.6K in Q2 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 2,010 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $45.3K.
Stonebridge Capital Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 12 quarters.
Stonebridge Capital Advisors's Schwab US Mid-Cap ETF position peaked at $47.6K in Q2 2023.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.