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Alaska Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Alaska Wealth 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
Q2 		– Sell
-9
Closed -$244 – 127
2024
Q1 		$244 Hold
9
– – ﹤0.01% 116
2023
Q4 		$226 Hold
9
– – ﹤0.01% 118
2023
Q3 		$203 Hold
9
– – ﹤0.01% 111
2023
Q2 		$213 Hold
9
– – ﹤0.01% 114
2023
Q1 		$204 Buy
+9
New +$207 ﹤0.01% 102

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Alaska Wealth Advisors's SCHM Position: Q2 2024 in Review

Alaska Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 9 shares — an estimated $244 sold.

Alaska Wealth Advisors first reported a position in SCHM in Q1 2023 and held it in 5 quarters. The position peaked at $244 in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Alaska Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 9 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $244.
  • Alaska Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 5 quarters.
  • Alaska Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $244 in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Alaska Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.