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Fortune Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Fortune Financial 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
2024
Q1 		– Sell
-12,762
Closed -$320K – 137
2023
Q4 		$320K Sell
12,762
-1,464
-10% -$33.5K 0.22% 96
2023
Q3 		$321K Buy
14,226
+885
+7% +$21K 0.25% 91
2023
Q2 		$316K Buy
+13,341
New +$301K 0.24% 89

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortune Financial Advisors's SCHM Position: Q1 2024 in Review

Fortune Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 12,762 shares — an estimated $320K sold.

Fortune Financial Advisors first reported a position in SCHM in Q2 2023 and held it in 3 quarters. The position peaked at $321K in Q3 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Fortune Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 12,762 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $320K.
  • Fortune Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 3 quarters.
  • Fortune Financial Advisors's Schwab US Mid-Cap ETF position peaked at $321K in Q3 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Fortune Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.