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

Ten Capital 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	-3,525	Closed	-$79.7K	–	453
2023 Q1	$79.7K	Hold	3,525	–	–	0.03%	183
2022 Q4	$77.1K	Hold	3,525	–	–	0.03%	148
2022 Q3	$71K	Hold	3,525	–	–	0.03%	135
2022 Q2	$74K	Hold	3,525	–	–	0.03%	130
2022 Q1	$89K	Hold	3,525	–	–	0.04%	119
2021 Q4	$95K	Sell	3,525 -3,582	-50%	-$95.5K	0.04%	96
2021 Q3	$182K	Buy	7,107 +3,843	+118%	+$100K	0.09%	74
2021 Q2	$85K	Buy	3,264 +1,917	+142%	+$49.5K	0.02%	154
2021 Q1	$33K	Hold	1,347	–	–	0.01%	196
2020 Q4	$31K	Buy	+1,347	New	+$28.1K	0.01%	198

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

PCIA

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

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

Ten Capital Wealth Advisors's SCHM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 3,525 shares — an estimated $79.7K sold.

Ten Capital Wealth Advisors first reported a position in SCHM in Q4 2020 and held it in 10 quarters. The position peaked at $182K in Q3 2021. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 3,525 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $79.7K.
Ten Capital Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 10 quarters.
Ten Capital Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $182K in Q3 2021.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.