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Unified Trust Company’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Unified Trust Company’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
2021
Q3 		$271K Buy
10,617
+942
+10% +$24.6K 0.08% 77
2021
Q2 		$252K Buy
+9,675
New +$250K 0.07% 74

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UBS Group
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PCIA
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Ameriprise
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BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
RJFSA
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Unified Trust Company's SCHM Position: Q3 2021 in Review

Unified Trust Company increased its Schwab US Mid-Cap ETF (SCHM) stake by 9.7% in Q3 2021, buying an estimated $24.6K and bringing the position to 10,617 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #77.

Unified Trust Company first reported a position in SCHM in Q2 2021 and has held it in 2 quarters since. 691 funds tracked by Wall St. Rank hold SCHM as of Q3 2021.

  • Unified Trust Company held 10,617 shares of Schwab US Mid-Cap ETF worth $271K as of Q3 2021.
  • Unified Trust Company bought 942 Schwab US Mid-Cap ETF shares in Q3 2021, an estimated $24.6K.
  • Schwab US Mid-Cap ETF made up 0.08% of Unified Trust Company's portfolio in Q3 2021, its #77 holding.
  • Unified Trust Company first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 2 quarters since.
  • 691 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.