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Surevest’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Surevest’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 		$48K Hold
2,358
– – 0.01% 189
2022
Q2 		$49K Hold
2,358
– – 0.01% 202
2022
Q1 		$60K Hold
2,358
– – 0.01% 180
2021
Q4 		$63K Buy
+2,358
New +$62.9K 0.01% 172

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

Surevest's SCHM Position: Q3 2022 in Review

Surevest held its Schwab US Mid-Cap ETF (SCHM) position steady in Q3 2022 at 2,358 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #189.

Surevest first reported a position in SCHM in Q4 2021 and has held it in 4 quarters since. The position peaked at $63K in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Surevest held 2,358 shares of Schwab US Mid-Cap ETF worth $48K as of Q3 2022.
  • Surevest left its Schwab US Mid-Cap ETF share count unchanged in Q3 2022.
  • Schwab US Mid-Cap ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #189 holding.
  • Surevest first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Schwab US Mid-Cap ETF position peaked at $63K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.