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H&H Retirement Design & Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

H&H Retirement Design & 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
2023
Q1 		– Sell
-24,033
Closed -$561K – 84
2022
Q4 		$561K Sell
24,033
-1,482
-6% -$32.5K 0.47% 38
2022
Q3 		$519K Buy
25,515
+1,683
+7% +$37.5K 0.49% 37
2022
Q2 		$545K Buy
23,832
+13,800
+138% +$318K 0.4% 43
2022
Q1 		$249K Sell
10,032
-144
-1% -$3.61K 0.17% 50
2021
Q4 		$255K Buy
+10,176
New +$271K 0.16% 62

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

H&H Retirement Design & Management's SCHM Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 24,033 shares — an estimated $561K sold.

H&H Retirement Design & Management first reported a position in SCHM in Q4 2021 and held it in 5 quarters. The position peaked at $561K in Q4 2022. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • H&H Retirement Design & Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • H&H Retirement Design & Management sold 24,033 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $561K.
  • H&H Retirement Design & Management first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
  • H&H Retirement Design & Management's Schwab US Mid-Cap ETF position peaked at $561K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.