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MGO Private Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MGO Private Wealth’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
Q2 		– Sell
-9,984
Closed -$226K – 77
2023
Q1 		$226K Buy
+9,984
New +$230K 0.18% 65

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PCIA
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MGIA
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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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

MGO Private Wealth's SCHM Position: Q2 2023 in Review

MGO Private Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 9,984 shares — an estimated $226K sold.

MGO Private Wealth first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $226K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • MGO Private Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • MGO Private Wealth sold 9,984 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $226K.
  • MGO Private Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • MGO Private Wealth's Schwab US Mid-Cap ETF position peaked at $226K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on MGO Private Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.