First Personal Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History

First Personal Financial Services’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 Q3	$8.31K	Buy	+300	New	+$7.98K	﹤0.01%	319
2019 Q3	–	Sell	-750	Closed	-$14K	–	718
2019 Q2	$14K	Sell	750 -285	-28%	-$5.33K	﹤0.01%	456
2019 Q1	$19K	Hold	1,035	–	–	0.01%	411
2018 Q4	$17K	Hold	1,035	–	–	0.01%	400
2018 Q3	$20K	Sell	1,035 -525	-34%	-$10K	0.01%	410
2018 Q2	$29K	Hold	1,560	–	–	0.01%	348
2018 Q1	$27K	Sell	1,560 -390	-20%	-$7K	0.01%	570
2017 Q4	$35K	Hold	1,950	–	–	0.01%	540
2017 Q3	$33K	Hold	1,950	–	–	0.01%	499
2017 Q2	$31K	Hold	1,950	–	–	0.01%	510
2017 Q1	$31K	Hold	1,950	–	–	0.01%	488
2016 Q4	$29K	Hold	1,950	–	–	0.01%	478
2016 Q3	$28K	Hold	1,950	–	–	0.01%	377
2016 Q2	$27K	Hold	1,950	–	–	0.01%	370
2016 Q1	$26K	Hold	1,950	–	–	0.01%	220
2015 Q4	$26K	Hold	1,950	–	–	0.01%	226
2015 Q3	$26K	Hold	1,950	–	–	0.02%	216
2015 Q2	$28K	Hold	1,950	–	–	0.02%	202
2015 Q1	$29K	Hold	1,950	–	–	0.02%	199
2014 Q4	$26K	Buy	+1,950	New	+$25.7K	0.02%	191

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

First Personal Financial Services's SCHM Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2024: 300 shares worth $8.31K. The stake represents ﹤0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in SCHM as recently as Q2 2019.

First Personal Financial Services first reported a position in SCHM in Q4 2014 and has held it in 20 quarters since. The position peaked at $35K in Q4 2017. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

First Personal Financial Services held 300 shares of Schwab US Mid-Cap ETF worth $8.31K as of Q3 2024.
Schwab US Mid-Cap ETF was a new First Personal Financial Services position in Q3 2024.
Schwab US Mid-Cap ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #319 holding.
First Personal Financial Services first reported a position in Schwab US Mid-Cap ETF in Q4 2014 and has held it in 20 quarters since.
First Personal Financial Services's Schwab US Mid-Cap ETF position peaked at $35K in Q4 2017.
882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.