Institutional & Family Asset Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Institutional & Family Asset Management’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	$33.6K	Buy	1,296 +1,080	+500%	+$28.3K	0.01%	284
2024 Q1	$5.86K	Hold	216	–	–	﹤0.01%	473
2023 Q4	$5.42K	Hold	216	–	–	﹤0.01%	469
2023 Q3	$4.87K	Hold	216	–	–	﹤0.01%	466
2023 Q2	$5.11K	Hold	216	–	–	﹤0.01%	479
2023 Q1	$4.88K	Buy	+216	New	+$4.97K	﹤0.01%	480

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Institutional & Family Asset Management's SCHM Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 500% in Q2 2024, buying an estimated $28.3K and bringing the position to 1,296 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #284.

Institutional & Family Asset Management first reported a position in SCHM in Q1 2023 and has held it in 6 quarters since. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

Institutional & Family Asset Management held 1,296 shares of Schwab US Mid-Cap ETF worth $33.6K as of Q2 2024.
Institutional & Family Asset Management bought 1,080 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $28.3K.
Schwab US Mid-Cap ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #284 holding.
Institutional & Family Asset Management first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and has held it in 6 quarters since.
855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.