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

Financial Freedom 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
2023
Q3 		– Sell
-2,211
Closed -$52.3K – 403
2023
Q2 		$52.3K Buy
2,211
+12
+0.5% +$270 0.04% 147
2023
Q1 		$49.8K Buy
2,199
+6
+0.3% +$138 0.04% 150
2022
Q4 		$47.9K Buy
+2,193
New +$48.1K 0.03% 151

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Creative Planning
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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

Financial Freedom LLC's SCHM Position: Q3 2023 in Review

Financial Freedom LLC sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 2,211 shares — an estimated $52.3K sold.

Financial Freedom LLC first reported a position in SCHM in Q4 2022 and held it in 3 quarters. The position peaked at $52.3K in Q2 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Financial Freedom LLC reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 2,211 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $52.3K.
  • Financial Freedom LLC first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
  • Financial Freedom LLC's Schwab US Mid-Cap ETF position peaked at $52.3K in Q2 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.