CSWM
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Cassady Schiller Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Cassady Schiller 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
2024
Q4 		$334 Hold
12
– – ﹤0.01% 1030
2024
Q3 		$334 Buy
+12
New +$319 ﹤0.01% 451
2023
Q2 		– Sell
-180
Closed -$4.07K – 488
2023
Q1 		$4.07K Buy
180
+6
+3% +$138 ﹤0.01% 369
2022
Q4 		$3.81K Buy
+174
New +$3.81K ﹤0.01% 382

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

Cassady Schiller Wealth Management's SCHM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2024 at 12 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Cassady Schiller Wealth Management first reported a position in SCHM in Q4 2022 and has held it in 4 quarters since. The position peaked at $4.07K in Q1 2023. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Cassady Schiller Wealth Management held 12 shares of Schwab US Mid-Cap ETF worth $334 as of Q4 2024.
  • Cassady Schiller Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q4 2024.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1030 holding.
  • Cassady Schiller Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • Cassady Schiller Wealth Management's Schwab US Mid-Cap ETF position peaked at $4.07K in Q1 2023.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.