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Macroview Investment Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Macroview Investment 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
Q4 		– Sell
-2,793
Closed -$77.4K – 452
2024
Q3 		$77.4K Buy
2,793
+45
+2% +$1.2K 0.08% 115
2024
Q2 		$71.3K Hold
2,748
– – 0.08% 116
2024
Q1 		$74.6K Buy
2,748
+120
+5% +$3.06K 0.08% 121
2023
Q4 		$66K Buy
2,628
+99
+4% +$2.27K 0.08% 124
2023
Q3 		$57K Buy
2,529
+9
+0.4% +$213 0.08% 112
2023
Q2 		$59.6K Buy
2,520
+21
+0.8% +$473 0.09% 84
2023
Q1 		$56.5K Buy
2,499
+9
+0.4% +$207 0.09% 85
2022
Q4 		$54.5K Buy
2,490
+57
+2% +$1.25K 0.09% 88
2022
Q3 		$49K Buy
2,433
+219
+10% +$4.89K 0.09% 85
2022
Q2 		$46K Buy
2,214
+117
+6% +$2.7K 0.08% 94
2022
Q1 		$53K Buy
2,097
+36
+2% +$902 0.08% 92
2021
Q4 		$55K Buy
2,061
+60
+3% +$1.6K 0.07% 90
2021
Q3 		$51K Buy
2,001
+48
+2% +$1.25K 0.07% 91
2021
Q2 		$51K Buy
1,953
+57
+3% +$1.47K 0.07% 93
2021
Q1 		$47K Buy
1,896
+90
+5% +$2.18K 0.07% 85
2020
Q4 		$41K Buy
1,806
+162
+10% +$3.38K 0.06% 91
2020
Q3 		$30K Buy
1,644
+165
+11% +$3.06K 0.05% 100
2020
Q2 		$26K Buy
1,479
+129
+10% +$2.1K 0.06% 96
2020
Q1 		$19K Buy
1,350
+306
+29% +$5.6K 0.04% 99
2019
Q4 		$21K Buy
1,044
+288
+38% +$5.58K 0.04% 117
2019
Q3 		$14K Buy
756
+276
+58% +$5.21K 0.03% 131
2019
Q2 		$9K Sell
480
-249
-34% -$4.66K 0.02% 149
2019
Q1 		$13K Buy
729
+447
+159% +$7.99K 0.03% 140
2018
Q4 		$4K Buy
282
+3
+1% +$52 0.01% 176
2018
Q3 		$5K Buy
279
+171
+158% +$3.26K 0.02% 158
2018
Q2 		$2K Buy
+108
New +$1.95K 0.01% 252

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Macroview Investment Management's SCHM Position: Q4 2024 in Review

Macroview Investment Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 2,793 shares — an estimated $77.4K sold.

Macroview Investment Management first reported a position in SCHM in Q2 2018 and held it in 26 quarters. The position peaked at $77.4K in Q3 2024. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Macroview Investment Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 2,793 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $77.4K.
  • Macroview Investment Management first reported a position in Schwab US Mid-Cap ETF in Q2 2018 and held it in 26 quarters.
  • Macroview Investment Management's Schwab US Mid-Cap ETF position peaked at $77.4K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.