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Global Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Global Wealth 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
Q4 		– Sell
-8,694
Closed -$241K – 31
2024
Q3 		$241K Buy
+8,694
New +$231K 0.16% 26

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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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Global Wealth Management's SCHM Position: Q4 2024 in Review

Global Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 8,694 shares — an estimated $241K sold.

Global Wealth Management first reported a position in SCHM in Q3 2024 and held it in 1 quarter. The position peaked at $241K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Global Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Global Wealth Management sold 8,694 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $241K.
  • Global Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Global Wealth Management's Schwab US Mid-Cap ETF position peaked at $241K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Global Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.