MONECO Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

MONECO Advisors’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 Q3	–	Sell	-9,393	Closed	-$222K	–	348
2023 Q2	$222K	Sell	9,393 -588	-6%	-$13.3K	0.06%	303
2023 Q1	$226K	Sell	9,981 -1,737	-15%	-$40K	0.07%	291
2022 Q4	$256K	Buy	+11,718	New	+$257K	0.09%	213
2022 Q3	–	Sell	-12,297	Closed	-$257K	–	257
2022 Q2	$257K	Buy	12,297 +33	+0.3%	+$761	0.1%	203
2022 Q1	$310K	Buy	12,264 +15	+0.1%	+$376	0.11%	179
2021 Q4	$303K	Sell	12,249 -4,611	-27%	-$123K	0.11%	181
2021 Q3	$431K	Sell	16,860 -5,253	-24%	-$137K	0.17%	133
2021 Q2	$577K	Sell	22,113 -3,063	-12%	-$79.1K	0.27%	90
2021 Q1	$625K	Buy	+25,176	New	+$611K	0.3%	84

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MONECO Advisors's SCHM Position: Q3 2023 in Review

MONECO Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 9,393 shares — an estimated $222K sold.

MONECO Advisors first reported a position in SCHM in Q1 2021 and held it in 9 quarters. The position peaked at $625K in Q1 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

MONECO Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
MONECO Advisors sold 9,393 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $222K.
MONECO Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 9 quarters.
MONECO Advisors's Schwab US Mid-Cap ETF position peaked at $625K in Q1 2021.
776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on MONECO Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.