MinichMacGregor Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-1,149	Closed	-$25.1K	–	542
2022 Q4	$25.1K	Buy	+1,149	New	+$25.2K	0.01%	269
2020 Q1	–	Sell	-324,798	Closed	-$6.51M	–	110
2019 Q4	$6.51M	Buy	324,798 +31,140	+11%	+$603K	3.63%	9
2019 Q3	$5.53M	Sell	293,658 -101,343	-26%	-$1.91M	3.74%	9
2019 Q2	$7.56M	Buy	395,001 +30,300	+8%	+$567K	5.28%	4
2019 Q1	$6.82M	Buy	+364,701	New	+$6.52M	5.12%	8
2018 Q4	–	Sell	-3,138	Closed	-$60K	–	437
2018 Q3	$60K	Hold	3,138	–	–	0.04%	111
2018 Q2	$57K	Hold	3,138	–	–	0.04%	108
2018 Q1	$55K	Hold	3,138	–	–	0.04%	107
2017 Q4	$55K	Hold	3,138	–	–	0.04%	105
2017 Q3	$52K	Hold	3,138	–	–	0.04%	104
2017 Q2	$50K	Hold	3,138	–	–	0.04%	104
2017 Q1	$49K	Sell	3,138 -1,800	-36%	-$28.1K	0.04%	104
2016 Q4	$74K	Hold	4,938	–	–	0.07%	81
2016 Q3	$71K	Hold	4,938	–	–	0.07%	85
2016 Q2	$69K	Sell	4,938 -693	-12%	-$9.55K	0.07%	86
2016 Q1	$76K	Sell	5,631 -253,821	-98%	-$3.2M	0.07%	80
2015 Q4	$3.76M	Buy	+259,452	New	+$3.52M	3.51%	10

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

MinichMacGregor Wealth Management's SCHM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 1,149 shares — an estimated $25.1K sold.

MinichMacGregor Wealth Management first reported a position in SCHM in Q4 2015 and held it in 17 quarters. The position peaked at $7.56M in Q2 2019. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,149 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $25.1K.
MinichMacGregor Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and held it in 17 quarters.
MinichMacGregor Wealth Management's Schwab US Mid-Cap ETF position peaked at $7.56M in Q2 2019.
782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.