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

Echo 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
2022 Q4	–	Sell	-10,929	Closed	-$236K	–	48
2022 Q3	$236K	Hold	10,929	–	–	0.31%	38
2022 Q2	$235K	Hold	10,929	–	–	0.31%	41
2022 Q1	$270K	Sell	10,929 -243	-2%	-$6.09K	0.32%	42
2021 Q4	$292K	Sell	11,172 -312	-3%	-$8.32K	0.33%	42
2021 Q3	$299K	Hold	11,484	–	–	0.35%	41
2021 Q2	$301K	Sell	11,484 -1,272	-10%	-$32.9K	0.38%	41
2021 Q1	$316K	Hold	12,756	–	–	0.4%	44
2020 Q4	$290K	Buy	+12,756	New	+$266K	0.38%	42

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

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

MGIA

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

Echo Wealth Management's SCHM Position: Q4 2022 in Review

Echo Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 10,929 shares — an estimated $236K sold.

Echo Wealth Management first reported a position in SCHM in Q4 2020 and held it in 8 quarters. The position peaked at $316K in Q1 2021. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

Echo Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Echo Wealth Management sold 10,929 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $236K.
Echo Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Echo Wealth Management's Schwab US Mid-Cap ETF position peaked at $316K in Q1 2021.
777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Echo Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.