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

Ledge Wealth 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
2023 Q4	$248K	Buy	9,858 +33	+0.3%	+$756	0.1%	57
2023 Q3	$222K	Buy	9,825 +30	+0.3%	+$711	0.1%	59
2023 Q2	$232K	Buy	9,795 +435	+5%	+$9.8K	0.11%	57
2023 Q1	$212K	Sell	9,360 -780	-8%	-$18K	0.1%	64
2022 Q4	$222K	Buy	10,140 +42	+0.4%	+$920	0.1%	68
2022 Q3	$204K	Buy	10,098 +39	+0.4%	+$870	0.12%	64
2022 Q2	$210K	Sell	10,059 -10,848	-52%	-$250K	0.13%	65
2022 Q1	$529K	Buy	+20,907	New	+$524K	0.33%	52

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

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ledge Wealth Management's SCHM Position: Q4 2023 in Review

Ledge Wealth Management increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.34% in Q4 2023, buying an estimated $756 and bringing the position to 9,858 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #57.

Ledge Wealth Management first reported a position in SCHM in Q1 2022 and has held it in 8 quarters since. The position peaked at $529K in Q1 2022. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Ledge Wealth Management held 9,858 shares of Schwab US Mid-Cap ETF worth $248K as of Q4 2023.
Ledge Wealth Management bought 33 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $756.
Schwab US Mid-Cap ETF made up 0.1% of Ledge Wealth Management's portfolio in Q4 2023, its #57 holding.
Ledge Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Schwab US Mid-Cap ETF position peaked at $529K in Q1 2022.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.