Horan Securities’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Horan Securities’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 Q3	–	Sell	-375	Closed	-$8.88K	–	542
2023 Q2	$8.88K	Hold	375	–	–	﹤0.01%	411
2023 Q1	$8.48K	Hold	375	–	–	﹤0.01%	411
2022 Q4	$8.2K	Hold	375	–	–	﹤0.01%	395
2022 Q3	$8K	Hold	375	–	–	﹤0.01%	371
2022 Q2	$8K	Hold	375	–	–	﹤0.01%	361
2022 Q1	$9K	Hold	375	–	–	0.01%	333
2021 Q4	$10K	Buy	+375	New	+$10K	0.01%	332
2019 Q3	–	Sell	-651	Closed	-$12K	–	284
2019 Q2	$12K	Buy	+651	New	+$12.2K	0.01%	159

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Horan Securities's SCHM Position: Q3 2023 in Review

Horan Securities sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 375 shares — an estimated $8.88K sold.

Horan Securities first reported a position in SCHM in Q2 2019 and held it in 8 quarters. The position peaked at $12K in Q2 2019. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

Horan Securities reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 375 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $8.88K.
Horan Securities first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and held it in 8 quarters.
Horan Securities's Schwab US Mid-Cap ETF position peaked at $12K in Q2 2019.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.