YorkBridge Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

YorkBridge Wealth Partners’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 Q4	$2.42M	Buy	110,601 +10,722	+11%	+$235K	0.61%	44
2022 Q3	$2.02M	Buy	99,879 +8,688	+10%	+$194K	0.52%	51
2022 Q2	$1.91M	Buy	91,191 +393	+0.4%	+$9.07K	0.5%	52
2022 Q1	$2.3M	Buy	90,798 +3,279	+4%	+$82.2K	0.5%	51
2021 Q4	$2.35M	Sell	87,519 -66,108	-43%	-$1.76M	0.53%	49
2021 Q3	$3.93M	Buy	153,627 +7,731	+5%	+$202K	0.99%	27
2021 Q2	$3.81M	Buy	145,896 +4,821	+3%	+$125K	0.99%	26
2021 Q1	$3.5M	Buy	141,075 +1,470	+1%	+$35.7K	1.03%	25
2020 Q4	$3.17M	Buy	139,605 +9,759	+8%	+$204K	1.06%	25
2020 Q3	$2.4M	Buy	129,846 +3,822	+3%	+$70.8K	1.01%	29
2020 Q2	$2.21M	Buy	126,024 +23,790	+23%	+$388K	1.01%	29
2020 Q1	$1.44M	Sell	102,234 -1,698	-2%	-$31.1K	0.88%	36
2019 Q4	$2.08M	Buy	103,932 +4,206	+4%	+$81.4K	0.96%	28
2019 Q3	$1.88M	Buy	99,726 +14,316	+17%	+$270K	0.95%	32
2019 Q2	$1.63M	Buy	85,410 +3,783	+5%	+$70.8K	0.72%	38
2019 Q1	$1.51M	Sell	81,627 -5,349	-6%	-$95.6K	0.69%	39
2018 Q4	$1.39M	Buy	+86,976	New	+$1.52M	0.74%	41

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

YorkBridge Wealth Partners's SCHM Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 11% in Q4 2022, buying an estimated $235K and bringing the position to 110,601 shares worth $2.42M. The position accounts for 0.61% of the portfolio, ranked #44.

YorkBridge Wealth Partners first reported a position in SCHM in Q4 2018 and has held it in 17 quarters since. The position peaked at $3.93M in Q3 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

YorkBridge Wealth Partners held 110,601 shares of Schwab US Mid-Cap ETF worth $2.42M as of Q4 2022.
YorkBridge Wealth Partners bought 10,722 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $235K.
Schwab US Mid-Cap ETF made up 0.61% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #44 holding.
YorkBridge Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 17 quarters since.
YorkBridge Wealth Partners's Schwab US Mid-Cap ETF position peaked at $3.93M in Q3 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.