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Grove Bank & Trust’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Grove Bank & Trust’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
-3,030
Closed -$78.6K – 749
2024
Q2 		$78.6K Hold
3,030
– – 0.01% 302
2024
Q1 		$82.2K Hold
3,030
– – 0.01% 311
2023
Q4 		$76.1K Hold
3,030
– – 0.01% 311
2023
Q3 		$68.4K Hold
3,030
– – 0.01% 327
2023
Q2 		$71.7K Hold
3,030
– – 0.01% 328
2023
Q1 		$68.5K Hold
3,030
– – 0.01% 337
2022
Q4 		$66K Buy
+3,030
New +$66.4K 0.01% 339

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

Grove Bank & Trust's SCHM Position: Q3 2024 in Review

Grove Bank & Trust sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 3,030 shares — an estimated $78.6K sold.

Grove Bank & Trust first reported a position in SCHM in Q4 2022 and held it in 7 quarters. The position peaked at $82.2K in Q1 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Grove Bank & Trust reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Grove Bank & Trust sold 3,030 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $78.6K.
  • Grove Bank & Trust first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 7 quarters.
  • Grove Bank & Trust's Schwab US Mid-Cap ETF position peaked at $82.2K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Grove Bank & Trust's 13F filing for Q3 2024, filed 11 Oct 2024.