EMFO LLC’s Schwab US Mid-Cap ETF SCHM Stock Holding History

EMFO LLC’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	$4.58K	Hold	177	–	–	﹤0.01%	254
2024 Q1	$4.79K	Hold	177	–	–	﹤0.01%	254
2023 Q4	$4.42K	Buy	177 +3	+2%	+$69	﹤0.01%	254
2023 Q3	$3.95K	Hold	174	–	–	﹤0.01%	267
2023 Q2	$4.13K	Hold	174	–	–	﹤0.01%	276
2023 Q1	$3.93K	Hold	174	–	–	﹤0.01%	284
2022 Q4	$3.78K	Buy	174 +3	+2%	+$66	﹤0.01%	273
2022 Q3	$3K	Hold	171	–	–	﹤0.01%	303
2022 Q2	$4K	Hold	171	–	–	﹤0.01%	301
2022 Q1	$4K	Hold	171	–	–	﹤0.01%	313
2021 Q4	$5K	Buy	171 +3	+2%	+$80	﹤0.01%	318
2021 Q3	$4K	Hold	168	–	–	﹤0.01%	333
2021 Q2	$4K	Buy	+168	New	+$4.34K	﹤0.01%	318

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

LWMT

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

EMFO LLC's SCHM Position: Q2 2024 in Review

EMFO LLC held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2024 at 177 shares worth $4.58K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

EMFO LLC first reported a position in SCHM in Q2 2021 and has held it in 13 quarters since. The position peaked at $5K in Q4 2021. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

EMFO LLC held 177 shares of Schwab US Mid-Cap ETF worth $4.58K as of Q2 2024.
EMFO LLC left its Schwab US Mid-Cap ETF share count unchanged in Q2 2024.
Schwab US Mid-Cap ETF made up ﹤0.01% of EMFO LLC's portfolio in Q2 2024, its #254 holding.
EMFO LLC first reported a position in Schwab US Mid-Cap ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's Schwab US Mid-Cap ETF position peaked at $5K in Q4 2021.
855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.