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Summit Securities Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Summit Securities 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
2023
Q1 		– Sell
-3
Closed – – 1229
2022
Q4 		$0 Buy
+3
New +$66 ﹤0.01% 1351
2015
Q3 		– Sell
-75
Closed -$1K – 499
2015
Q2 		$1K Buy
+75
New +$1.08K ﹤0.01% 430
2014
Q4 		– Sell
-300
Closed -$4K – 714
2014
Q3 		$4K Buy
+300
New +$3.97K ﹤0.01% 584

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

Summit Securities Group's SCHM Position: Q1 2023 in Review

Summit Securities Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 3 shares.

Summit Securities Group first reported a position in SCHM in Q3 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Summit Securities Group reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 3 Schwab US Mid-Cap ETF shares in Q1 2023.
  • Summit Securities Group first reported a position in Schwab US Mid-Cap ETF in Q3 2014 and held it in 3 quarters.
  • Summit Securities Group's Schwab US Mid-Cap ETF position peaked at $4K in Q3 2014.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.