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

Imprint 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
Q1 		$958K Buy
+35,484
New +$905K 0.23% 95

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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Imprint Wealth's SCHM Position: Q1 2024 in Review

Imprint Wealth opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q1 2024: 35,484 shares worth $958K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings.

861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Imprint Wealth held 35,484 shares of Schwab US Mid-Cap ETF worth $958K as of Q1 2024.
  • Schwab US Mid-Cap ETF was a new Imprint Wealth position in Q1 2024.
  • Schwab US Mid-Cap ETF made up 0.23% of Imprint Wealth's portfolio in Q1 2024, its #95 holding.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.