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Holistic Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Holistic Planning’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
-53,451
Closed -$1.45M – 162
2024
Q2 		$1.45M Hold
53,451
– – 1.11% 27
2024
Q1 		$1.45M Buy
53,451
+43,500
+437% +$1.11M 1.11% 28
2023
Q4 		$250K Buy
+9,951
New +$228K 0.21% 100

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

Holistic Planning's SCHM Position: Q3 2024 in Review

Holistic Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 53,451 shares — an estimated $1.45M sold.

Holistic Planning first reported a position in SCHM in Q4 2023 and held it in 3 quarters. The position peaked at $1.45M in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Holistic Planning reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Holistic Planning sold 53,451 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $1.45M.
  • Holistic Planning first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Holistic Planning's Schwab US Mid-Cap ETF position peaked at $1.45M in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Holistic Planning's 13F filing for Q3 2024, filed 1 Nov 2024.