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

Dogwood 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
Q4 		– Sell
-21
Closed -$577 – 291
2024
Q3 		$577 Hold
21
– – ﹤0.01% 185
2024
Q2 		$544 Buy
21
+3
+17% +$78 ﹤0.01% 233
2024
Q1 		$507 Sell
18
-9
-33% -$230 ﹤0.01% 230
2023
Q4 		$695 Buy
+27
New +$619 ﹤0.01% 205

Other funds holding SCHM

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dogwood Wealth Management's SCHM Position: Q4 2024 in Review

Dogwood Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 21 shares — an estimated $577 sold.

Dogwood Wealth Management first reported a position in SCHM in Q4 2023 and held it in 4 quarters. The position peaked at $695 in Q4 2023. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Dogwood Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 21 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $577.
  • Dogwood Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 4 quarters.
  • Dogwood Wealth Management's Schwab US Mid-Cap ETF position peaked at $695 in Q4 2023.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Dogwood Wealth Management's 13F filing for Q4 2024, filed 4 Mar 2025.