MSS
SCHM icon

Mitchell Sinkler & Starr’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Mitchell Sinkler & Starr’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
-13,005
Closed -$327K – 224
2023
Q4 		$327K Buy
+13,005
New +$298K 0.06% 153

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mitchell Sinkler & Starr's SCHM Position: Q1 2024 in Review

Mitchell Sinkler & Starr sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2024, closing a stake of 13,005 shares — an estimated $327K sold.

Mitchell Sinkler & Starr first reported a position in SCHM in Q4 2023 and held it in 1 quarter. The position peaked at $327K in Q4 2023. 861 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Mitchell Sinkler & Starr reported no remaining Schwab US Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 13,005 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $327K.
  • Mitchell Sinkler & Starr first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 1 quarter.
  • Mitchell Sinkler & Starr's Schwab US Mid-Cap ETF position peaked at $327K in Q4 2023.
  • 861 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2024, filed 30 Apr 2024.