Disciplined Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Disciplined Investments’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	-78	Closed	-$1.85K	–	1283
2023 Q2	$1.85K	Hold	78	–	–	﹤0.01%	693
2023 Q1	$1.76K	Hold	78	–	–	﹤0.01%	721
2022 Q4	$1.71K	Hold	78	–	–	﹤0.01%	677
2022 Q3	$2K	Hold	78	–	–	﹤0.01%	716
2022 Q2	$2K	Hold	78	–	–	﹤0.01%	734
2022 Q1	$2K	Hold	78	–	–	﹤0.01%	776
2021 Q4	$2K	Hold	78	–	–	﹤0.01%	452
2021 Q3	$2K	Hold	78	–	–	﹤0.01%	402
2021 Q2	$2K	Hold	78	–	–	﹤0.01%	385
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	343
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	292
2020 Q3	$1K	Hold	78	–	–	﹤0.01%	390
2020 Q2	$1K	Hold	78	–	–	﹤0.01%	391
2020 Q1	$1K	Hold	78	–	–	﹤0.01%	404
2019 Q4	$2K	Buy	+78	New	+$1.51K	﹤0.01%	388

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $13.3B AUM 18.65% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 $162B AUM 16.35% 1-Year Est. Return

Disciplined Investments's SCHM Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 78 shares — an estimated $1.85K sold.

Disciplined Investments first reported a position in SCHM in Q4 2019 and held it in 15 quarters. The position peaked at $2K in Q3 2022. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Disciplined Investments reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 78 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $1.85K.
Disciplined Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 15 quarters.
Disciplined Investments's Schwab US Mid-Cap ETF position peaked at $2K in Q3 2022.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.