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

Aspire 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
2023 Q4	–	Sell	-1,182	Closed	-$26.7K	–	185
2023 Q3	$26.7K	Hold	1,182	–	–	0.02%	135
2023 Q2	$28K	Hold	1,182	–	–	0.02%	140
2023 Q1	$26.7K	Hold	1,182	–	–	0.02%	139
2022 Q4	$25.9K	Sell	1,182 -1,566	-57%	-$34.3K	0.02%	137
2022 Q3	$55K	Hold	2,748	–	–	0.05%	109
2022 Q2	$57K	Hold	2,748	–	–	0.05%	116
2022 Q1	$69K	Hold	2,748	–	–	0.05%	108
2021 Q4	$74K	Buy	+2,748	New	+$73.3K	0.06%	113

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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

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

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

Aspire Wealth Management's SCHM Position: Q4 2023 in Review

Aspire Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 1,182 shares — an estimated $26.7K sold.

Aspire Wealth Management first reported a position in SCHM in Q4 2021 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Aspire Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Aspire Wealth Management sold 1,182 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $26.7K.
Aspire Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 8 quarters.
Aspire Wealth Management's Schwab US Mid-Cap ETF position peaked at $74K in Q4 2021.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Aspire Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.