GBWM
SCHM icon

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

Granite Bay 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
Q1 		– Sell
-43,653
Closed -$1.02M – 250
2023
Q4 		$1.02M Buy
43,653
+10,836
+33% +$248K 0.01% 206
2023
Q3 		$778K Buy
+32,817
New +$777K 0.01% 231

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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

Granite Bay Wealth Management's SCHM Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 43,653 shares — an estimated $1.02M sold.

Granite Bay Wealth Management first reported a position in SCHM in Q3 2023 and held it in 2 quarters. The position peaked at $1.02M in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 43,653 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $1.02M.
  • Granite Bay Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Schwab US Mid-Cap ETF position peaked at $1.02M in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.