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Curi Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Curi 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
Q1 		– Sell
-989,823
Closed -$24.9M – 120
2023
Q4 		$24.9M Buy
989,823
+65,838
+7% +$1.51M 3.43% 4
2023
Q3 		$20.8M Sell
923,985
-142,299
-13% -$3.37M 3.2% 4
2023
Q2 		$25.2M Buy
1,066,284
+6,804
+0.6% +$153K 3.41% 4
2023
Q1 		$24M Buy
1,059,480
+63,633
+6% +$1.47M 3.44% 4
2022
Q4 		$21.8M Buy
995,847
+7,746
+0.8% +$170K 3.05% 3
2022
Q3 		$19.9M Buy
988,101
+331,929
+51% +$7.41M 3.3% 4
2022
Q2 		$13.7M Buy
656,172
+65,706
+11% +$1.52M 2.64% 9
2022
Q1 		$14.9M Buy
590,466
+23,496
+4% +$589K 2.58% 10
2021
Q4 		$15.2M Buy
566,970
+71,883
+15% +$1.92M 2.62% 10
2021
Q3 		$12.7M Buy
495,087
+96,588
+24% +$2.52M 5.82% 4
2021
Q2 		$10.4M Buy
398,499
+51,030
+15% +$1.32M 5.22% 5
2021
Q1 		$8.62M Buy
347,469
+40,344
+13% +$979K 5.46% 4
2020
Q4 		$6.98M Buy
+307,125
New +$6.41M 5.05% 5

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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curi Wealth Management's SCHM Position: Q1 2024 in Review

Curi Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 989,823 shares — an estimated $24.9M sold.

Curi Wealth Management first reported a position in SCHM in Q4 2020 and held it in 13 quarters. The position peaked at $25.2M in Q2 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Curi Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 989,823 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $24.9M.
  • Curi Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Schwab US Mid-Cap ETF position peaked at $25.2M in Q2 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.