M&R Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

M&R Capital 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 Q1	–	Sell	-528	Closed	-$13.3K	–	621
2023 Q4	$13.3K	Hold	528	–	–	﹤0.01%	370
2023 Q3	$11.9K	Hold	528	–	–	﹤0.01%	366
2023 Q2	$12.5K	Sell	528 -108	-17%	-$2.43K	﹤0.01%	364
2023 Q1	$14.4K	Hold	636	–	–	﹤0.01%	336
2022 Q4	$13.9K	Buy	636 +330	+108%	+$7.23K	﹤0.01%	326
2022 Q3	$6K	Buy	306 +231	+308%	+$5.15K	﹤0.01%	370
2022 Q2	$1K	Buy	+75	New	+$1.73K	﹤0.01%	421
2017 Q4	–	Sell	-6	Closed	–	–	563
2017 Q3	$0	Hold	6	–	–	﹤0.01%	565
2017 Q2	$0	Buy	+6	New	+$95	﹤0.01%	569

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&R Capital Management's SCHM Position: Q1 2024 in Review

M&R Capital Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 528 shares — an estimated $13.3K sold.

M&R Capital Management first reported a position in SCHM in Q2 2017 and held it in 9 quarters. The position peaked at $14.4K in Q1 2023. 863 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

M&R Capital Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
M&R Capital Management sold 528 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $13.3K.
M&R Capital Management first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and held it in 9 quarters.
M&R Capital Management's Schwab US Mid-Cap ETF position peaked at $14.4K in Q1 2023.
863 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on M&R Capital Management's 13F filing for Q1 2024, filed 2 Apr 2024.