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FRG Family Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

FRG Family Wealth 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
Q2 		– Sell
-384
Closed -$9.78K – 307
2024
Q1 		$9.78K Buy
+384
New +$9.79K ﹤0.01% 267

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HighTower Advisors
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Northwestern Mutual Wealth Management
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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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
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

FRG Family Wealth Advisors's SCHM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 384 shares — an estimated $9.78K sold.

FRG Family Wealth Advisors first reported a position in SCHM in Q1 2024 and held it in 1 quarter. The position peaked at $9.78K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 384 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $9.78K.
  • FRG Family Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $9.78K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.