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Strategic Wealth Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Strategic Wealth Investment Group’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
-40,554
Closed -$848K – 127
2022
Q2 		$848K Buy
+40,554
New +$936K 0.21% 78

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

Strategic Wealth Investment Group's SCHM Position: Q3 2022 in Review

Strategic Wealth Investment Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 40,554 shares — an estimated $848K sold.

Strategic Wealth Investment Group first reported a position in SCHM in Q2 2022 and held it in 1 quarter. The position peaked at $848K in Q2 2022. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Strategic Wealth Investment Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 40,554 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $848K.
  • Strategic Wealth Investment Group first reported a position in Schwab US Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Schwab US Mid-Cap ETF position peaked at $848K in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2022, filed 21 Oct 2022.