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

Telemus Capital’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 		$317K Buy
12,642
+240
+2% +$5.5K 0.03% 276
2023
Q3 		$280K Sell
12,402
-3,627
-23% -$85.9K 0.03% 262
2023
Q2 		$380K Sell
16,029
-525
-3% -$11.8K 0.03% 246
2023
Q1 		$374K Sell
16,554
-138
-0.8% -$3.18K 0.03% 246
2022
Q4 		$374K Sell
16,692
-1,575
-9% -$34.5K 0.03% 247
2022
Q3 		$369K Sell
18,267
-90
-0.5% -$2.01K 0.04% 236
2022
Q2 		$384K Sell
18,357
-45
-0.2% -$1.04K 0.04% 257
2022
Q1 		$465K Buy
18,402
+39
+0.2% +$978 0.04% 234
2021
Q4 		$492K Buy
18,363
+6
+0% +$160 0.04% 244
2021
Q3 		$469K Buy
18,357
+12
+0.1% +$314 0.04% 243
2021
Q2 		$479K Sell
18,345
-405
-2% -$10.5K 0.03% 243
2021
Q1 		$475K Sell
18,750
-402
-2% -$9.75K 0.03% 278
2020
Q4 		$435K Sell
19,152
-63
-0.3% -$1.31K 0.03% 276
2020
Q3 		$379K Sell
19,215
-807
-4% -$14.9K 0.03% 344
2020
Q2 		$351K Sell
20,022
-435
-2% -$7.09K 0.03% 321
2020
Q1 		$353K Sell
20,457
-126
-0.6% -$2.31K 0.03% 291
2019
Q4 		$413K Sell
20,583
-150
-0.7% -$2.9K 0.03% 273
2019
Q3 		$391K Sell
20,733
-1,530
-7% -$28.9K 0.03% 272
2019
Q2 		$406K Sell
22,263
-8,979
-29% -$168K 0.04% 263
2019
Q1 		$577K Sell
31,242
-1,065
-3% -$19K 0.04% 261
2018
Q4 		$516K Buy
32,307
+3,072
+11% +$53.7K 0.04% 264
2018
Q3 		$564K Sell
29,235
-2,709
-8% -$51.6K 0.04% 273
2018
Q2 		$584K Buy
31,944
+363
+1% +$6.57K 0.05% 269
2018
Q1 		$557K Sell
31,581
-1,800
-5% -$32.3K 0.04% 274
2017
Q4 		$593K Buy
+33,381
New +$576K 0.05% 262

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
Wealth Enhancement Advisory Services
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Telemus Capital's SCHM Position: Q4 2023 in Review

Telemus Capital increased its Schwab US Mid-Cap ETF (SCHM) stake by 1.9% in Q4 2023, buying an estimated $5.5K and bringing the position to 12,642 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #276.

Telemus Capital first reported a position in SCHM in Q4 2017 and has held it in 25 quarters since. The position peaked at $593K in Q4 2017. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

  • Telemus Capital held 12,642 shares of Schwab US Mid-Cap ETF worth $317K as of Q4 2023.
  • Telemus Capital bought 240 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $5.5K.
  • Schwab US Mid-Cap ETF made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #276 holding.
  • Telemus Capital first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • Telemus Capital's Schwab US Mid-Cap ETF position peaked at $593K in Q4 2017.
  • 853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.