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Carmichael Hill & Associates’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Carmichael Hill & Associates’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 		$3.73M Buy
134,667
+2,718
+2% +$72.3K 1.32% 15
2024
Q2 		$3.42M Buy
131,949
+5,157
+4% +$135K 1.34% 14
2024
Q1 		$3.44M Sell
126,792
-360
-0.3% -$9.18K 1.36% 15
2023
Q4 		$3.19M Buy
127,152
+3,621
+3% +$83K 1.32% 16
2023
Q3 		$2.79M Buy
123,531
+4,983
+4% +$118K 1.28% 16
2023
Q2 		$2.81M Sell
118,548
-141
-0.1% -$3.18K 1.25% 17
2023
Q1 		$2.68M Buy
118,689
+585
+0.5% +$13.5K 1.3% 17
2022
Q4 		$2.58M Buy
118,104
+1,158
+1% +$25.4K 1.32% 16
2022
Q3 		$2.36M Buy
116,946
+17,277
+17% +$385K 1.27% 16
2022
Q2 		$2.08M Buy
99,669
+3,009
+3% +$69.4K 1.09% 21
2022
Q1 		$2.44M Buy
96,660
+507
+0.5% +$12.7K 1.13% 19
2021
Q4 		$2.58M Buy
96,153
+894
+0.9% +$23.8K 1.16% 18
2021
Q3 		$2.43M Buy
95,259
+738
+0.8% +$19.3K 1.21% 19
2021
Q2 		$2.47M Sell
94,521
-735
-0.8% -$19K 1.25% 16
2021
Q1 		$2.36M Sell
95,256
-3,255
-3% -$79K 1.3% 17
2020
Q4 		$2.24M Sell
98,511
-1,452
-1% -$30.3K 1.32% 16
2020
Q3 		$1.85M Buy
99,963
+93
+0.1% +$1.72K 1.23% 18
2020
Q2 		$1.75M Sell
99,870
-3,027
-3% -$49.3K 1.29% 16
2020
Q1 		$1.45M Sell
102,897
-6,912
-6% -$127K 1.27% 19
2019
Q4 		$2.2M Buy
109,809
+3,342
+3% +$64.7K 1.56% 11
2019
Q3 		$2.01M Sell
106,467
-3,471
-3% -$65.6K 1.98% 14
2019
Q2 		$2.09M Buy
109,938
+2,880
+3% +$53.9K 2.07% 11
2019
Q1 		$1.98M Sell
107,058
-1,314
-1% -$23.5K 2.05% 11
2018
Q4 		$1.73M Sell
108,372
-3,468
-3% -$60.6K 1.97% 11
2018
Q3 		$2.16M Buy
111,840
+5,322
+5% +$101K 2.08% 9
2018
Q2 		$1.95M Buy
106,518
+2,301
+2% +$41.6K 2.1% 9
2018
Q1 		$1.84M Buy
104,217
+6,027
+6% +$108K 2.01% 8
2017
Q4 		$1.74M Buy
+98,190
New +$1.69M 1.91% 11

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

Carmichael Hill & Associates's SCHM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab US Mid-Cap ETF (SCHM) stake by 2.1% in Q3 2024, buying an estimated $72.3K and bringing the position to 134,667 shares worth $3.73M. The position accounts for 1.32% of the portfolio, ranked #15.

Carmichael Hill & Associates first reported a position in SCHM in Q4 2017 and has held it in 28 quarters since. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Carmichael Hill & Associates held 134,667 shares of Schwab US Mid-Cap ETF worth $3.73M as of Q3 2024.
  • Carmichael Hill & Associates bought 2,718 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $72.3K.
  • Schwab US Mid-Cap ETF made up 1.32% of Carmichael Hill & Associates's portfolio in Q3 2024, its #15 holding.
  • Carmichael Hill & Associates first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 28 quarters since.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.