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 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

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

MGIA

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

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

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

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

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

GoalVest Advisory's SCHM Position: Q4 2023 in Review

GoalVest Advisory sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 516 shares — an estimated $11.7K sold.

GoalVest Advisory first reported a position in SCHM in Q4 2020 and held it in 5 quarters. The position peaked at $11.7K in Q3 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

GoalVest Advisory reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 516 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $11.7K.
GoalVest Advisory first reported a position in Schwab US Mid-Cap ETF in Q4 2020 and held it in 5 quarters.
GoalVest Advisory's Schwab US Mid-Cap ETF position peaked at $11.7K in Q3 2023.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.