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Fiduciary Alliance’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fiduciary Alliance’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
-2,874
Closed -$68K – 792
2023
Q2 		$68K Buy
+2,874
New +$64.8K 0.01% 269
2023
Q1 		– Sell
-474
Closed -$10.4K – 727
2022
Q4 		$10.4K Buy
+474
New +$10.4K ﹤0.01% 399

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
Wealth Enhancement Advisory Services
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fiduciary Alliance's SCHM Position: Q3 2023 in Review

Fiduciary Alliance sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 2,874 shares — an estimated $68K sold.

Fiduciary Alliance first reported a position in SCHM in Q4 2022 and held it in 2 quarters. The position peaked at $68K in Q2 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Fiduciary Alliance reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 2,874 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $68K.
  • Fiduciary Alliance first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Schwab US Mid-Cap ETF position peaked at $68K in Q2 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.