WWM
SCHM icon

Western Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Western Wealth 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
2022
Q3 		– Sell
-20,307
Closed -$424K – 847
2022
Q2 		$424K Sell
20,307
-1,365
-6% -$31.5K 0.02% 516
2022
Q1 		$548K Buy
21,672
+9,003
+71% +$226K 0.03% 501
2021
Q4 		$339K Buy
+12,669
New +$338K 0.03% 432
2021
Q2 		$309K Hold
11,793
– – 0.03% 482
2021
Q1 		$293K Buy
11,793
+606
+5% +$14.7K 0.04% 406
2020
Q4 		$254K Buy
+11,187
New +$233K 0.04% 389

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Western Wealth Management's SCHM Position: Q3 2022 in Review

Western Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2022, closing a stake of 20,307 shares — an estimated $424K sold.

Western Wealth Management first reported a position in SCHM in Q4 2020 and held it in 6 quarters. The position peaked at $548K in Q1 2022. 717 funds tracked by Wall St. Rank hold SCHM as of Q3 2022.

  • Western Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Western Wealth Management sold 20,307 Schwab US Mid-Cap ETF shares in Q3 2022, an estimated $424K.
  • Western Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 6 quarters.
  • Western Wealth Management's Schwab US Mid-Cap ETF position peaked at $548K in Q1 2022.
  • 717 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2022.

Based on Western Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.