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Custom Portfolio Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Custom Portfolio Group’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 		$174K Hold
6,747
– – 0.14% 52
2024
Q1 		$181K Hold
6,747
– – 0.15% 47
2023
Q4 		$167K Buy
+6,747
New +$155K 0.15% 46

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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 $82.7B AUM 28.53% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
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

Custom Portfolio Group's SCHM Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2024 at 6,747 shares worth $174K. The position accounts for 0.14% of the portfolio, ranked #52.

Custom Portfolio Group first reported a position in SCHM in Q4 2023 and has held it in 3 quarters since. The position peaked at $181K in Q1 2024. 856 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Custom Portfolio Group held 6,747 shares of Schwab US Mid-Cap ETF worth $174K as of Q2 2024.
  • Custom Portfolio Group left its Schwab US Mid-Cap ETF share count unchanged in Q2 2024.
  • Schwab US Mid-Cap ETF made up 0.14% of Custom Portfolio Group's portfolio in Q2 2024, its #52 holding.
  • Custom Portfolio Group first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Schwab US Mid-Cap ETF position peaked at $181K in Q1 2024.
  • 856 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.