Sutton Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sutton Wealth 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 Q3	$1.73M	Sell	76,527 -1,080	-1%	-$25.6K	0.85%	24
2023 Q2	$1.84M	Buy	77,607 +618	+0.8%	+$13.9K	0.89%	24
2023 Q1	$1.74M	Sell	76,989 -429	-0.6%	-$9.88K	0.93%	23
2022 Q4	$1.69M	Sell	77,418 -96	-0.1%	-$2.1K	0.65%	29
2022 Q3	$1.56M	Sell	77,514 -54	-0.1%	-$1.21K	0.64%	30
2022 Q2	$1.62M	Hold	77,568	–	–	0.64%	30
2022 Q1	$1.96M	Sell	77,568 -126	-0.2%	-$3.16K	0.68%	30
2021 Q4	$2.08M	Sell	77,694 -975	-1%	-$26K	0.69%	31
2021 Q3	$2.01M	Sell	78,669 -315	-0.4%	-$8.23K	0.74%	30
2021 Q2	$2.06M	Sell	78,984 -279	-0.4%	-$7.21K	0.75%	29
2021 Q1	$1.97M	Sell	79,263 -114	-0.1%	-$2.77K	0.77%	25
2020 Q4	$1.8M	Buy	79,377 +1,284	+2%	+$26.8K	0.77%	25
2020 Q3	$1.44M	Buy	78,093 +1,839	+2%	+$34.1K	0.7%	29
2020 Q2	$1.34M	Buy	76,254 +1,422	+2%	+$23.2K	0.7%	27
2020 Q1	$1.05M	Sell	74,832 -8,712	-10%	-$160K	0.66%	28
2019 Q4	$1.68M	Buy	83,544 +28,266	+51%	+$547K	0.86%	19
2019 Q3	$1.04M	Buy	55,278 +8,988	+19%	+$170K	0.58%	30
2019 Q2	$881K	Buy	46,290 +1,173	+3%	+$21.9K	0.51%	37
2019 Q1	$833K	Buy	45,117 +1,758	+4%	+$31.4K	0.49%	40
2018 Q4	$693K	Sell	43,359 -2,469	-5%	-$43.1K	0.45%	41
2018 Q3	$884K	Buy	45,828 +1,806	+4%	+$34.4K	0.58%	25
2018 Q2	$805K	Buy	44,022 +3,675	+9%	+$66.5K	0.56%	26
2018 Q1	$711K	Buy	40,347 +11,562	+40%	+$208K	0.51%	32
2017 Q4	$511K	Sell	28,785 -2,934	-9%	-$50.6K	0.37%	47
2017 Q3	$530K	Buy	31,719 +180	+0.6%	+$2.93K	0.4%	45
2017 Q2	$506K	Buy	31,539 +3,996	+15%	+$63.5K	0.4%	43
2017 Q1	$435K	Buy	27,543 +411	+2%	+$6.41K	0.36%	50
2016 Q4	$408K	Buy	27,132 +3,483	+15%	+$51K	0.37%	51
2016 Q3	$343K	Sell	23,649 -15	-0.1%	-$217	0.31%	55
2016 Q2	$331K	Buy	23,664 +72	+0.3%	+$992	0.31%	57
2016 Q1	$319K	Buy	+23,592	New	+$298K	0.3%	57

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $13.3B AUM 18.65% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sutton Wealth Advisors's SCHM Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.4% in Q3 2023, selling an estimated $25.6K and leaving 76,527 shares worth $1.73M. The position accounts for 0.85% of the portfolio, ranked #24.

Sutton Wealth Advisors first reported a position in SCHM in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.08M in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Sutton Wealth Advisors held 76,527 shares of Schwab US Mid-Cap ETF worth $1.73M as of Q3 2023.
Sutton Wealth Advisors sold 1,080 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $25.6K.
Schwab US Mid-Cap ETF made up 0.85% of Sutton Wealth Advisors's portfolio in Q3 2023, its #24 holding.
Sutton Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $2.08M in Q4 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.