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Whitegate Investment Counselors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-94,542
Closed -$2.42M – 178
2021
Q3 		$2.42M Sell
94,542
-6,522
-6% -$170K 0.34% 76
2021
Q2 		$2.64M Sell
101,064
-5,406
-5% -$140K 0.37% 72
2021
Q1 		$2.64M Sell
106,470
-4,521
-4% -$110K 0.4% 66
2020
Q4 		$2.52M Sell
110,991
-594
-0.5% -$12.4K 0.41% 64
2020
Q3 		$2.06M Buy
111,585
+2,034
+2% +$37.7K 0.38% 67
2020
Q2 		$1.92M Buy
109,551
+387
+0.4% +$6.31K 0.38% 70
2020
Q1 		$1.53M Sell
109,164
-7,395
-6% -$135K 0.37% 73
2019
Q4 		$2.34M Buy
116,559
+1,209
+1% +$23.4K 0.42% 74
2019
Q3 		$2.17M Sell
115,350
-3,921
-3% -$74.1K 0.43% 73
2019
Q2 		$2.27M Buy
119,271
+1,644
+1% +$30.8K 0.46% 73
2019
Q1 		$2.17M Buy
117,627
+2,670
+2% +$47.7K 0.45% 71
2018
Q4 		$1.84M Buy
114,957
+16,374
+17% +$286K 0.42% 73
2018
Q3 		$1.9M Buy
98,583
+429
+0.4% +$8.17K 0.39% 76
2018
Q2 		$1.8M Buy
98,154
+2,871
+3% +$51.9K 0.37% 75
2018
Q1 		$1.68M Buy
95,283
+303
+0.3% +$5.44K 0.36% 81
2017
Q4 		$1.69M Buy
94,980
+459
+0.5% +$7.92K 0.35% 83
2017
Q3 		$1.58M Buy
94,521
+2,037
+2% +$33.1K 0.35% 82
2017
Q2 		$1.49M Buy
92,484
+7,920
+9% +$126K 0.34% 83
2017
Q1 		$1.33M Buy
84,564
+25,536
+43% +$398K 0.32% 85
2016
Q4 		$888K Buy
59,028
+23,043
+64% +$337K 0.24% 88
2016
Q3 		$522K Buy
35,985
+20,838
+138% +$301K 0.14% 111
2016
Q2 		$212K Buy
+15,147
New +$209K 0.06% 144

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Whitegate Investment Counselors's SCHM Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2021, closing a stake of 94,542 shares — an estimated $2.42M sold.

Whitegate Investment Counselors first reported a position in SCHM in Q2 2016 and held it in 22 quarters. The position peaked at $2.64M in Q1 2021. 769 funds tracked by Wall St. Rank hold SCHM as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 94,542 Schwab US Mid-Cap ETF shares in Q4 2021, an estimated $2.42M.
  • Whitegate Investment Counselors first reported a position in Schwab US Mid-Cap ETF in Q2 2016 and held it in 22 quarters.
  • Whitegate Investment Counselors's Schwab US Mid-Cap ETF position peaked at $2.64M in Q1 2021.
  • 769 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.