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Impact Partnership Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Impact Partnership Wealth’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
-2,016
Closed -$54.7K – 591
2024
Q1 		$54.7K Sell
2,016
-768
-28% -$19.6K 0.02% 306
2023
Q4 		$69.9K Sell
2,784
-249
-8% -$5.71K 0.03% 287
2023
Q3 		$68.4K Buy
3,033
+2,928
+2,789% +$69.4K 0.02% 357
2023
Q2 		$2.49K Buy
+105
New +$2.37K ﹤0.01% 612

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Northwestern Mutual Wealth Management
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MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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 $70.8B AUM 21.68% 1-Year Est. Return
AA
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UBS Group
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LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Impact Partnership Wealth's SCHM Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 2,016 shares — an estimated $54.7K sold.

Impact Partnership Wealth first reported a position in SCHM in Q2 2023 and held it in 4 quarters. The position peaked at $69.9K in Q4 2023. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 2,016 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $54.7K.
  • Impact Partnership Wealth first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Schwab US Mid-Cap ETF position peaked at $69.9K in Q4 2023.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.