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Bruce G. Allen Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bruce G. Allen Investments’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
-138
Closed -$3.46K – 1023
2023
Q4 		$3.46K Buy
+138
New +$3.16K ﹤0.01% 649

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HighTower Advisors
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MGIA
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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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bruce G. Allen Investments's SCHM Position: Q1 2024 in Review

Bruce G. Allen Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 138 shares — an estimated $3.46K sold.

Bruce G. Allen Investments first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $3.46K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Bruce G. Allen Investments reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 138 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $3.46K.
  • Bruce G. Allen Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Bruce G. Allen Investments's Schwab US Mid-Cap ETF position peaked at $3.46K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Bruce G. Allen Investments's 13F filing for Q1 2024, filed 10 Apr 2024.