TD Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TD Capital Management’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 Q4	–	Sell	-747	Closed	-$16.8K	–	427
2023 Q3	$16.8K	Buy	747 +489	+190%	+$11.6K	﹤0.01%	248
2023 Q2	$6.11K	Hold	258	–	–	﹤0.01%	315
2023 Q1	$5.81K	Buy	258 +3	+1%	+$69	﹤0.01%	313
2022 Q4	$5.6K	Hold	255	–	–	﹤0.01%	291
2022 Q3	$5K	Buy	+255	New	+$5.69K	﹤0.01%	278
2022 Q1	–	Sell	-252	Closed	-$7K	–	297
2021 Q4	$7K	Hold	252	–	–	﹤0.01%	288
2021 Q3	$6K	Buy	252 +3	+1%	+$78	﹤0.01%	282
2021 Q2	$7K	Buy	+249	New	+$6.43K	﹤0.01%	262
2020 Q3	–	Sell	-579	Closed	-$10K	–	283
2020 Q2	$10K	Buy	+579	New	+$9.44K	﹤0.01%	168

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

TD Capital Management's SCHM Position: Q4 2023 in Review

TD Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 747 shares — an estimated $16.8K sold.

TD Capital Management first reported a position in SCHM in Q2 2020 and held it in 9 quarters. The position peaked at $16.8K in Q3 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

TD Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
TD Capital Management sold 747 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $16.8K.
TD Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and held it in 9 quarters.
TD Capital Management's Schwab US Mid-Cap ETF position peaked at $16.8K in Q3 2023.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on TD Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.