Strategic Capital Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Capital Advisers’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 Q2	$2.08M	Buy	99,417 +38,466	+63%	+$888K	1.72%	32
2022 Q1	$1.54M	Buy	60,951 +2,913	+5%	+$73K	1.17%	38
2021 Q4	$1.56M	Buy	58,038 +5,073	+10%	+$135K	1.11%	38
2021 Q3	$1.35M	Sell	52,965 -1,905	-3%	-$49.8K	1.05%	39
2021 Q2	$1.43M	Buy	54,870 +5,271	+11%	+$136K	1.18%	38
2021 Q1	$1.23M	Buy	49,599 +924	+2%	+$22.4K	1.07%	39
2020 Q4	$1.11M	Buy	48,675 +4,155	+9%	+$86.7K	0.94%	37
2020 Q3	$823K	Buy	44,520 +17,706	+66%	+$328K	0.77%	37
2020 Q2	$470K	Sell	26,814 -16,392	-38%	-$267K	0.47%	39
2020 Q1	$607K	Sell	43,206 -555	-1%	-$10.2K	0.74%	35
2019 Q4	$877K	Sell	43,761 -354	-0.8%	-$6.85K	0.82%	37
2019 Q3	$831K	Buy	44,115 +822	+2%	+$15.5K	0.92%	36
2019 Q2	$824K	Sell	43,293 -29,541	-41%	-$553K	0.87%	37
2019 Q1	$1.34M	Sell	72,834 -318	-0.4%	-$5.68K	1.45%	33
2018 Q4	$1.17M	Sell	73,152 -498	-0.7%	-$8.7K	1.25%	37
2018 Q3	$1.42M	Buy	73,650 +2,250	+3%	+$42.9K	1.01%	38
2018 Q2	$1.35M	Buy	71,400 +7,170	+11%	+$130K	0.99%	37
2018 Q1	$1.14M	Hold	64,230	–	–	1.13%	38
2017 Q4	$1.14M	Buy	+64,230	New	+$1.11M	1.12%	38

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

PCIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Strategic Capital Advisers's SCHM Position: Q2 2022 in Review

Strategic Capital Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 63% in Q2 2022, buying an estimated $888K and bringing the position to 99,417 shares worth $2.08M. The position accounts for 1.72% of the portfolio, ranked #32.

Strategic Capital Advisers first reported a position in SCHM in Q4 2017 and has held it in 19 quarters since. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

Strategic Capital Advisers held 99,417 shares of Schwab US Mid-Cap ETF worth $2.08M as of Q2 2022.
Strategic Capital Advisers bought 38,466 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $888K.
Schwab US Mid-Cap ETF made up 1.72% of Strategic Capital Advisers's portfolio in Q2 2022, its #32 holding.
Strategic Capital Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 19 quarters since.
737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.