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

TCI 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
Q2 		– Sell
-1,719
Closed -$38.9K – 1867
2023
Q1 		$38.9K Hold
1,719
– – 0.01% 492
2022
Q4 		$37.6K Buy
1,719
+3
+0.2% +$66 0.01% 482
2022
Q3 		$35K Buy
1,716
+3
+0.2% +$67 0.01% 470
2022
Q2 		$36K Hold
1,713
– – 0.01% 455
2022
Q1 		$43K Hold
1,713
– – 0.01% 450
2021
Q4 		$46K Buy
1,713
+3
+0.2% +$80 0.01% 432
2021
Q3 		$44K Hold
1,710
– – 0.01% 461
2021
Q2 		$45K Hold
1,710
– – 0.01% 413
2021
Q1 		$42K Buy
1,710
+330
+24% +$8.01K 0.02% 384
2020
Q4 		$31K Sell
1,380
-3,060
-69% -$63.8K 0.01% 418
2020
Q3 		$82K Buy
4,440
+78
+2% +$1.45K 0.03% 237
2020
Q2 		$77K Buy
4,362
+51
+1% +$831 0.03% 248
2020
Q1 		$61K Buy
4,311
+78
+2% +$1.43K 0.03% 273
2019
Q4 		$85K Buy
4,233
+87
+2% +$1.68K 0.03% 285
2019
Q3 		$78K Buy
4,146
+1,437
+53% +$27.1K 0.03% 256
2019
Q2 		$52K Sell
2,709
-2,148
-44% -$40.2K 0.02% 306
2019
Q1 		$90K Sell
4,857
-264
-5% -$4.72K 0.04% 247
2018
Q4 		$82K Buy
+5,121
New +$89.5K 0.04% 248
2017
Q3 		– Sell
-225
Closed -$4K – 1378
2017
Q2 		$4K Buy
+225
New +$3.58K ﹤0.01% 824

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

TCI Wealth Advisors's SCHM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 1,719 shares — an estimated $38.9K sold.

TCI Wealth Advisors first reported a position in SCHM in Q2 2017 and held it in 19 quarters. The position peaked at $90K in Q1 2019. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,719 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $38.9K.
  • TCI Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 19 quarters.
  • TCI Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $90K in Q1 2019.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.