Advanced Asset Management Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Advanced Asset Management Advisors’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 Q1	–	Sell	-2,196	Closed	-$55.1K	–	97
2023 Q4	$55.1K	Buy	2,196 +12	+0.5%	+$275	0.01%	82
2023 Q3	$49.3K	Buy	2,184 +9	+0.4%	+$213	0.01%	80
2023 Q2	$51.5K	Buy	2,175 +9	+0.4%	+$203	0.01%	78
2023 Q1	$49K	Buy	2,166 +9	+0.4%	+$207	0.01%	77
2022 Q4	$47.2K	Buy	2,157 +9	+0.4%	+$197	0.01%	103
2022 Q3	$43K	Buy	2,148 +9	+0.4%	+$201	0.01%	75
2022 Q2	$45K	Buy	2,139 +12	+0.6%	+$277	0.01%	75
2022 Q1	$54K	Buy	2,127 +6	+0.3%	+$150	0.01%	72
2021 Q4	$57K	Buy	2,121 +9	+0.4%	+$240	0.01%	76
2021 Q3	$54K	Buy	+2,112	New	+$55.2K	0.01%	79

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advanced Asset Management Advisors's SCHM Position: Q1 2024 in Review

Advanced Asset Management Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 2,196 shares — an estimated $55.1K sold.

Advanced Asset Management Advisors first reported a position in SCHM in Q3 2021 and held it in 10 quarters. The position peaked at $57K in Q4 2021. 862 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

Advanced Asset Management Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Advanced Asset Management Advisors sold 2,196 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $55.1K.
Advanced Asset Management Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2021 and held it in 10 quarters.
Advanced Asset Management Advisors's Schwab US Mid-Cap ETF position peaked at $57K in Q4 2021.
862 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.