Gables Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gables Capital Management’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	-345	Closed	-$9.36K	–	408
2024 Q1	$9.36K	Sell	345 -831	-71%	-$21.2K	0.01%	329
2023 Q4	$29.5K	Hold	1,176	–	–	0.02%	231
2023 Q3	$26.5K	Hold	1,176	–	–	0.02%	226
2023 Q2	$27.8K	Hold	1,176	–	–	0.02%	232
2023 Q1	$26.6K	Hold	1,176	–	–	0.02%	233
2022 Q4	$25.7K	Hold	1,176	–	–	0.02%	233
2022 Q3	$24K	Hold	1,176	–	–	0.02%	234
2022 Q2	$25K	Hold	1,176	–	–	0.02%	245
2022 Q1	$30K	Hold	1,176	–	–	0.02%	240
2021 Q4	$32K	Hold	1,176	–	–	0.02%	236
2021 Q3	$30K	Hold	1,176	–	–	0.02%	238
2021 Q2	$31K	Hold	1,176	–	–	0.02%	238
2021 Q1	$29K	Hold	1,176	–	–	0.02%	261
2020 Q4	$27K	Hold	1,176	–	–	0.02%	254
2020 Q3	$22K	Hold	1,176	–	–	0.01%	261
2020 Q2	$21K	Buy	1,176 +345	+42%	+$5.62K	0.01%	249
2020 Q1	$12K	Buy	+831	New	+$15.2K	0.01%	288

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

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

MGIA

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

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

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

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

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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Gables Capital Management's SCHM Position: Q2 2024 in Review

Gables Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 345 shares — an estimated $9.36K sold.

Gables Capital Management first reported a position in SCHM in Q1 2020 and held it in 17 quarters. The position peaked at $32K in Q4 2021. 857 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

Gables Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
Gables Capital Management sold 345 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $9.36K.
Gables Capital Management first reported a position in Schwab US Mid-Cap ETF in Q1 2020 and held it in 17 quarters.
Gables Capital Management's Schwab US Mid-Cap ETF position peaked at $32K in Q4 2021.
857 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Gables Capital Management's 13F filing for Q2 2024, filed 8 Aug 2024.