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Hoese & Co’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Hoese & Co’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
Q2 		– Sell
-2,400
Closed -$62.3K – 155
2024
Q1 		$62.3K Hold
2,400
– – 0.06% 52
2023
Q4 		$55.7K Hold
2,400
– – 0.05% 57
2023
Q3 		$54.1K Hold
2,400
– – 0.06% 60
2023
Q2 		$56.8K Hold
2,400
– – 0.05% 66
2023
Q1 		$56K Hold
2,400
– – 0.06% 67
2022
Q4 		$56K Hold
2,400
– – 0.06% 75
2022
Q3 		$48K Hold
2,400
– – 0.06% 75
2022
Q2 		$50K Hold
2,400
– – 0.06% 79
2022
Q1 		$61K Hold
2,400
– – 0.06% 74
2021
Q4 		$64K Hold
2,400
– – 0.06% 79
2021
Q3 		$61K Hold
2,400
– – 0.07% 76
2021
Q2 		$63K Hold
2,400
– – 0.07% 76
2021
Q1 		$60K Buy
+2,400
New +$58.2K 0.07% 73

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $82.7B AUM 28.53% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Hoese & Co's SCHM Position: Q2 2024 in Review

Hoese & Co sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 2,400 shares — an estimated $62.3K sold.

Hoese & Co first reported a position in SCHM in Q1 2021 and held it in 13 quarters. The position peaked at $64K in Q4 2021. 857 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Hoese & Co reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Hoese & Co sold 2,400 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $62.3K.
  • Hoese & Co first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 13 quarters.
  • Hoese & Co's Schwab US Mid-Cap ETF position peaked at $64K in Q4 2021.
  • 857 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Hoese & Co's 13F filing for Q2 2024, filed 3 Jul 2024.