Concord Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-87	Closed	-$2.05K	–	1066
2023 Q2	$2.05K	Hold	87	–	–	﹤0.01%	861
2023 Q1	$1.95K	Hold	87	–	–	﹤0.01%	816
2022 Q4	$1.88K	Buy	+87	New	+$1.91K	﹤0.01%	950
2022 Q3	–	Sell	-84	Closed	-$2K	–	953
2022 Q2	$2K	Sell	84 -96	-53%	-$2.21K	﹤0.01%	1061
2022 Q1	$5K	Buy	180 +3	+2%	+$75	﹤0.01%	922
2021 Q4	$5K	Buy	+177	New	+$4.72K	﹤0.01%	961

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

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

MGIA

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

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

LWMT

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

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

Concord Wealth Partners's SCHM Position: Q3 2023 in Review

Concord Wealth Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 87 shares — an estimated $2.05K sold.

Concord Wealth Partners first reported a position in SCHM in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Concord Wealth Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 87 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $2.05K.
Concord Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 6 quarters.
Concord Wealth Partners's Schwab US Mid-Cap ETF position peaked at $5K in Q1 2022.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.