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

Gray 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	$240K	Hold	8,670	–	–	0.09%	117
2024 Q3	$240K	Hold	8,670	–	–	0.09%	115
2024 Q2	$225K	Buy	8,670 +390	+5%	+$10.2K	0.1%	122
2024 Q1	$225K	Sell	8,280 -825	-9%	-$21K	0.1%	125
2023 Q4	$229K	Sell	9,105 -102	-1%	-$2.34K	0.11%	115
2023 Q3	$208K	Hold	9,207	–	–	0.11%	125
2023 Q2	$218K	Hold	9,207	–	–	0.11%	114
2023 Q1	$208K	Sell	9,207 -2,100	-19%	-$48.4K	0.11%	115
2022 Q4	$247K	Sell	11,307 -141	-1%	-$3.09K	0.14%	98
2022 Q3	$231K	Buy	11,448 +3	+0%	+$67	0.15%	97
2022 Q2	$239K	Hold	11,445	–	–	0.14%	94
2022 Q1	$289K	Buy	11,445 +6	+0.1%	+$150	0.15%	89
2021 Q4	$307K	Hold	11,439	–	–	0.15%	91
2021 Q3	$292K	Sell	11,439 -147	-1%	-$3.84K	0.16%	86
2021 Q2	$302K	Hold	11,586	–	–	0.17%	85
2021 Q1	$287K	Hold	11,586	–	–	0.18%	82
2020 Q4	$264K	Buy	11,586 +3	+0%	+$63	0.18%	80
2020 Q3	$215K	Buy	11,583 +3	+0%	+$56	0.17%	89
2020 Q2	$203K	Buy	+11,580	New	+$189K	0.18%	90

Other funds holding SCHM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 New York $70.8B AUM 21.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Gray Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q4 2024 at 8,670 shares worth $240K. The position accounts for 0.09% of the portfolio, ranked #117.

Gray Wealth Management first reported a position in SCHM in Q2 2020 and has held it in 19 quarters since. The position peaked at $307K in Q4 2021. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

Gray Wealth Management held 8,670 shares of Schwab US Mid-Cap ETF worth $240K as of Q4 2024.
Gray Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q4 2024.
Schwab US Mid-Cap ETF made up 0.09% of Gray Wealth Management's portfolio in Q4 2024, its #117 holding.
Gray Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q2 2020 and has held it in 19 quarters since.
Gray Wealth Management's Schwab US Mid-Cap ETF position peaked at $307K in Q4 2021.
930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.