First Foundation Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Foundation Advisors’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 Q4	–	Sell	-34,071	Closed	-$769K	–	453
2023 Q3	$769K	Buy	+34,071	New	+$807K	0.04%	200
2022 Q2	–	Sell	-33,840	Closed	-$856K	–	447
2022 Q1	$856K	Buy	+33,840	New	+$848K	0.03%	200

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

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

MGIA

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

First Foundation Advisors's SCHM Position: Q4 2023 in Review

First Foundation Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 34,071 shares — an estimated $769K sold.

First Foundation Advisors first reported a position in SCHM in Q1 2022 and held it in 2 quarters. The position peaked at $856K in Q1 2022. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

First Foundation Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 34,071 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $769K.
First Foundation Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and held it in 2 quarters.
First Foundation Advisors's Schwab US Mid-Cap ETF position peaked at $856K in Q1 2022.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.