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Clear Rock Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Clear Rock 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
2024
Q2 		$3.7M Sell
142,473
-13,029
-8% -$341K 1.58% 15
2024
Q1 		$4.22M Sell
155,502
-20,010
-11% -$510K 1.83% 9
2023
Q4 		$4.44M Buy
+175,512
New +$4.02M 2.01% 9

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
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
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
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

Clear Rock Advisors's SCHM Position: Q2 2024 in Review

Clear Rock Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 8.4% in Q2 2024, selling an estimated $341K and leaving 142,473 shares worth $3.7M. The position accounts for 1.58% of the portfolio, ranked #15.

Clear Rock Advisors first reported a position in SCHM in Q4 2023 and has held it in 3 quarters since. The position peaked at $4.44M in Q4 2023. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Clear Rock Advisors held 142,473 shares of Schwab US Mid-Cap ETF worth $3.7M as of Q2 2024.
  • Clear Rock Advisors sold 13,029 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $341K.
  • Schwab US Mid-Cap ETF made up 1.58% of Clear Rock Advisors's portfolio in Q2 2024, its #15 holding.
  • Clear Rock Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Schwab US Mid-Cap ETF position peaked at $4.44M in Q4 2023.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.