Compass Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Compass Investment Advisers’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	$1.17M	Buy	+42,145	New	+$1.2M	3.39%	10

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Compass Investment Advisers's SCHM Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q4 2024: 42,145 shares worth $1.17M. The stake represents 3.39% of the portfolio and ranks #10 among its holdings.

931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

Compass Investment Advisers held 42,145 shares of Schwab US Mid-Cap ETF worth $1.17M as of Q4 2024.
Schwab US Mid-Cap ETF was a new Compass Investment Advisers position in Q4 2024.
Schwab US Mid-Cap ETF made up 3.39% of Compass Investment Advisers's portfolio in Q4 2024, its #10 holding.
931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.