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Householder Group Estate & Retirement Specialist’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-765
Closed -$21K – 1081
2024
Q3 		$21K Hold
765
– – 0.01% 675
2024
Q2 		$19K Hold
765
– – 0.01% 691
2024
Q1 		$20.8K Buy
765
+201
+36% +$5.13K 0.01% 669
2023
Q4 		$14K Sell
564
-30
-5% -$687 ﹤0.01% 701
2023
Q3 		$13.4K Buy
+594
New +$14.1K ﹤0.01% 723

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $103B AUM 28.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Householder Group Estate & Retirement Specialist's SCHM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 765 shares — an estimated $21K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHM in Q3 2023 and held it in 5 quarters. The position peaked at $21K in Q3 2024. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 765 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $21K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US Mid-Cap ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US Mid-Cap ETF position peaked at $21K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.