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

Windsor 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
Q2 		– Sell
-17,109
Closed -$424K – 219
2022
Q1 		$424K Buy
17,109
+21
+0.1% +$526 0.08% 166
2021
Q4 		$461K Buy
17,088
+54
+0.3% +$1.44K 0.08% 159
2021
Q3 		$442K Buy
17,034
+60
+0.4% +$1.57K 0.09% 159
2021
Q2 		$443K Buy
16,974
+42
+0.2% +$1.08K 0.1% 155
2021
Q1 		$420K Sell
16,932
-705
-4% -$17.1K 0.1% 153
2020
Q4 		$401K Buy
17,637
+69
+0.4% +$1.44K 0.1% 147
2020
Q3 		$341K Sell
17,568
-99
-0.6% -$1.83K 0.1% 149
2020
Q2 		$310K Buy
17,667
+54
+0.3% +$880 0.1% 152
2020
Q1 		$248K Buy
+17,613
New +$323K 0.1% 158

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Windsor Wealth Management's SCHM Position: Q2 2022 in Review

Windsor Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2022, closing a stake of 17,109 shares — an estimated $424K sold.

Windsor Wealth Management first reported a position in SCHM in Q1 2020 and held it in 9 quarters. The position peaked at $461K in Q4 2021. 737 funds tracked by Wall St. Rank hold SCHM as of Q2 2022.

  • Windsor Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 17,109 Schwab US Mid-Cap ETF shares in Q2 2022, an estimated $424K.
  • Windsor Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 9 quarters.
  • Windsor Wealth Management's Schwab US Mid-Cap ETF position peaked at $461K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2022.

Based on Windsor Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.