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LGT Financial Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-54
Closed -$1.25K – 944
2023
Q2 		$1.25K Buy
+54
New +$1.22K ﹤0.01% 204
2023
Q1 		– Sell
-54
Closed -$1.15K – 174
2022
Q4 		$1.15K Buy
+54
New +$1.18K ﹤0.01% 179

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Creative Planning
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LGT Financial Advisors's SCHM Position: Q3 2023 in Review

LGT Financial Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 54 shares — an estimated $1.25K sold.

LGT Financial Advisors first reported a position in SCHM in Q4 2022 and held it in 2 quarters. The position peaked at $1.25K in Q2 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • LGT Financial Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 54 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $1.25K.
  • LGT Financial Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 2 quarters.
  • LGT Financial Advisors's Schwab US Mid-Cap ETF position peaked at $1.25K in Q2 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on LGT Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.