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

Abich Financial 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
2024
Q2 		– Sell
-1,953
Closed -$53K – 865
2024
Q1 		$53K Buy
+1,953
New +$49.8K 0.04% 131

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HighTower Advisors
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Northwestern Mutual Wealth Management
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
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UBS Group
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Abich Financial Wealth Management's SCHM Position: Q2 2024 in Review

Abich Financial Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 1,953 shares — an estimated $53K sold.

Abich Financial Wealth Management first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $53K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Abich Financial Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 1,953 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $53K.
  • Abich Financial Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Schwab US Mid-Cap ETF position peaked at $53K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Abich Financial Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.