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Life Planning Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Life Planning Partners’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 		– Sell
-519
Closed -$13K – 202
2023
Q4 		$13K Buy
+519
New +$11.9K 0.01% 146
2022
Q3 		$10.5K Hold
519
– – 0.01% 132
2022
Q2 		$11K Hold
519
– – 0.01% 132
2022
Q1 		$13K Hold
519
– – 0.01% 127
2021
Q4 		$14K Buy
+519
New +$13.8K 0.01% 122

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $82.7B AUM 28.53% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Life Planning Partners's SCHM Position: Q1 2024 in Review

Life Planning Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 519 shares — an estimated $13K sold.

Life Planning Partners first reported a position in SCHM in Q4 2021 and held it in 5 quarters. The position peaked at $14K in Q4 2021. 863 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Life Planning Partners reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 519 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $13K.
  • Life Planning Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Schwab US Mid-Cap ETF position peaked at $14K in Q4 2021.
  • 863 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.