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Boston Mountain Money Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Boston Mountain Money 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
Q3 		$2.37M Sell
85,575
-1,512
-2% -$40.2K 1.38% 16
2024
Q2 		$2.26M Sell
87,087
-3,210
-4% -$84K 1.49% 14
2024
Q1 		$2.45M Buy
+90,297
New +$2.3M 1.68% 14

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Boston Mountain Money Management's SCHM Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.7% in Q3 2024, selling an estimated $40.2K and leaving 85,575 shares worth $2.37M. The position accounts for 1.38% of the portfolio, ranked #16.

Boston Mountain Money Management first reported a position in SCHM in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.45M in Q1 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Boston Mountain Money Management held 85,575 shares of Schwab US Mid-Cap ETF worth $2.37M as of Q3 2024.
  • Boston Mountain Money Management sold 1,512 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $40.2K.
  • Schwab US Mid-Cap ETF made up 1.38% of Boston Mountain Money Management's portfolio in Q3 2024, its #16 holding.
  • Boston Mountain Money Management first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's Schwab US Mid-Cap ETF position peaked at $2.45M in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.