Ellevest Inc’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-1,071	Closed	-$24.2K	–	1385
2023 Q1	$24.2K	Buy	1,071 +6	+0.6%	+$138	﹤0.01%	808
2022 Q4	$23.3K	Buy	1,065 +3	+0.3%	+$66	﹤0.01%	809
2022 Q3	$21K	Buy	1,062 +6	+0.6%	+$134	﹤0.01%	808
2022 Q2	$22K	Buy	1,056 +6	+0.6%	+$138	﹤0.01%	738
2022 Q1	$27K	Buy	1,050 +3	+0.3%	+$75	﹤0.01%	666
2021 Q4	$28K	Buy	1,047 +3	+0.3%	+$80	﹤0.01%	646
2021 Q3	$27K	Buy	1,044 +3	+0.3%	+$78	﹤0.01%	606
2021 Q2	$27K	Buy	1,041 +3	+0.3%	+$77	﹤0.01%	592
2021 Q1	$26K	Buy	1,038 +3	+0.3%	+$73	﹤0.01%	612
2020 Q4	$24K	Buy	1,035 +3	+0.3%	+$63	﹤0.01%	596
2020 Q3	$19K	Buy	1,032 +3	+0.3%	+$56	﹤0.01%	531
2020 Q2	$18K	Buy	1,029 +3	+0.3%	+$49	﹤0.01%	506
2020 Q1	$14K	Buy	1,026 +6	+0.6%	+$110	﹤0.01%	496
2019 Q4	$20K	Hold	1,020	–	–	0.01%	418
2019 Q3	$19K	Sell	1,020 -2,220	-69%	-$41.9K	0.01%	183
2019 Q2	$62K	Sell	3,240 -210	-6%	-$3.93K	0.02%	102
2019 Q1	$64K	Sell	3,450 -21	-0.6%	-$375	0.03%	79
2018 Q4	$55K	Buy	+3,471	New	+$60.6K	0.03%	162

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

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

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return