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Mark Sheptoff Financial Planning’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q4 		– Sell
-1,377
Closed -$28K – 400
2022
Q3 		$28K Hold
1,377
– – 0.02% 179
2022
Q2 		$29K Hold
1,377
– – 0.02% 189
2022
Q1 		$35K Hold
1,377
– – 0.02% 201
2021
Q4 		$37K Hold
1,377
– – 0.02% 201
2021
Q3 		$35K Hold
1,377
– – 0.02% 199
2021
Q2 		$36K Hold
1,377
– – 0.02% 219
2021
Q1 		$34K Hold
1,377
– – 0.02% 195
2020
Q4 		$31K Hold
1,377
– – 0.02% 188
2020
Q3 		$25K Hold
1,377
– – 0.02% 179
2020
Q2 		$24K Hold
1,377
– – 0.02% 185
2020
Q1 		$19K Sell
1,377
-801
-37% -$14.7K 0.01% 182
2019
Q4 		$44K Hold
2,178
– – 0.03% 157
2019
Q3 		$41K Hold
2,178
– – 0.03% 159
2019
Q2 		$41K Hold
2,178
– – 0.03% 169
2019
Q1 		$40K Hold
2,178
– – 0.03% 163
2018
Q4 		$35K Hold
2,178
– – 0.03% 154
2018
Q3 		$42K Hold
2,178
– – 0.03% 181
2018
Q2 		$40K Hold
2,178
– – 0.03% 176
2018
Q1 		$38K Hold
2,178
– – 0.03% 180
2017
Q4 		$39K Hold
2,178
– – 0.03% 188
2017
Q3 		$36K Buy
+2,178
New +$35.4K 0.02% 198

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BBA
BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

Mark Sheptoff Financial Planning's SCHM Position: Q4 2022 in Review

Mark Sheptoff Financial Planning sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2022, closing a stake of 1,377 shares — an estimated $28K sold.

Mark Sheptoff Financial Planning first reported a position in SCHM in Q3 2017 and held it in 21 quarters. The position peaked at $44K in Q4 2019. 777 funds tracked by Wall St. Rank hold SCHM as of Q4 2022.

  • Mark Sheptoff Financial Planning reported no remaining Schwab US Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,377 Schwab US Mid-Cap ETF shares in Q4 2022, an estimated $28K.
  • Mark Sheptoff Financial Planning first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and held it in 21 quarters.
  • Mark Sheptoff Financial Planning's Schwab US Mid-Cap ETF position peaked at $44K in Q4 2019.
  • 777 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2022, filed 14 Feb 2023.