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Cardiff Park Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cardiff Park 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
2023
Q4 		– Sell
-750
Closed -$16.9K – 341
2023
Q3 		$16.9K Hold
750
– – ﹤0.01% 294
2023
Q2 		$17.8K Hold
750
– – ﹤0.01% 304
2023
Q1 		$17K Hold
750
– – ﹤0.01% 298
2022
Q4 		$16.4K Buy
+750
New +$16.4K ﹤0.01% 296

Other funds holding SCHM

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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cardiff Park Advisors's SCHM Position: Q4 2023 in Review

Cardiff Park Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 750 shares — an estimated $16.9K sold.

Cardiff Park Advisors first reported a position in SCHM in Q4 2022 and held it in 4 quarters. The position peaked at $17.8K in Q2 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

  • Cardiff Park Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cardiff Park Advisors sold 750 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $16.9K.
  • Cardiff Park Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
  • Cardiff Park Advisors's Schwab US Mid-Cap ETF position peaked at $17.8K in Q2 2023.
  • 853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Cardiff Park Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.