GI
SCHM icon

Gradient Investments’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,248
Closed -$32.4K – 1081
2024
Q2 		$32.4K Sell
1,248
-1,698
-58% -$44.4K ﹤0.01% 557
2024
Q1 		$80K Sell
2,946
-1,872
-39% -$47.7K ﹤0.01% 376
2023
Q4 		$121K Sell
4,818
-2,019
-30% -$46.3K ﹤0.01% 397
2023
Q3 		$154K Sell
6,837
-2,940,696
-100% -$69.7M ﹤0.01% 343
2023
Q2 		$69.8M Sell
2,947,533
-58,074
-2% -$1.31M 1.8% 11
2023
Q1 		$68M Sell
3,005,607
-82,908
-3% -$1.91M 1.85% 7
2022
Q4 		$67.5M Buy
3,088,515
+10,083
+0.3% +$221K 2.13% 6
2022
Q3 		$62.1M Buy
+3,078,432
New +$68.7M 1.9% 6
2022
Q2 		– Sell
-66
Closed -$2K – 1359
2022
Q1 		$2K Sell
66
-12,969
-99% -$325K ﹤0.01% 1060
2021
Q4 		$349K Sell
13,035
-4,020
-24% -$107K 0.01% 244
2021
Q3 		$436K Sell
17,055
-144
-0.8% -$3.76K 0.01% 227
2021
Q2 		$449K Buy
17,199
+1,233
+8% +$31.8K 0.01% 227
2021
Q1 		$396K Buy
15,966
+15,432
+2,890% +$374K 0.01% 240
2020
Q4 		$10K Hold
534
– – ﹤0.01% 701
2020
Q3 		$10K Buy
534
+249
+87% +$4.61K ﹤0.01% 704
2020
Q2 		$5K Hold
285
– – ﹤0.01% 749
2020
Q1 		$4K Sell
285
-132
-32% -$2.42K ﹤0.01% 821
2019
Q4 		$8K Hold
417
– – ﹤0.01% 749
2019
Q3 		$8K Hold
417
– – ﹤0.01% 714
2019
Q2 		$8K Hold
417
– – ﹤0.01% 708
2019
Q1 		$8K Buy
417
+132
+46% +$2.36K ﹤0.01% 593
2018
Q4 		$5K Buy
+285
New +$4.98K ﹤0.01% 709

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Gradient Investments's SCHM Position: Q3 2024 in Review

Gradient Investments sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 1,248 shares — an estimated $32.4K sold.

Gradient Investments first reported a position in SCHM in Q4 2018 and held it in 22 quarters. The position peaked at $69.8M in Q2 2023. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Gradient Investments reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,248 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $32.4K.
  • Gradient Investments first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and held it in 22 quarters.
  • Gradient Investments's Schwab US Mid-Cap ETF position peaked at $69.8M in Q2 2023.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.