GA
SCHM icon

GoalVest Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History

GoalVest Advisory’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
2023
Q4 		– Sell
-516
Closed -$11.7K – 468
2023
Q3 		$11.7K Buy
+516
New +$12.2K 0.01% 262
2023
Q2 		– Sell
-195
Closed -$4.42K – 404
2023
Q1 		$4.42K Buy
+195
New +$4.49K ﹤0.01% 208
2022
Q4 		– Sell
-123
Closed -$2K – 262
2022
Q3 		$2K Buy
+123
New +$2.74K ﹤0.01% 229
2022
Q2 		– Sell
-174
Closed -$4K – 504
2022
Q1 		$4K Buy
+174
New +$4.36K ﹤0.01% 279
2021
Q1 		– Sell
-15
Closed – – 221
2020
Q4 		$0 Buy
+15
New +$313 ﹤0.01% 213

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return