Moss Adams Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Moss Adams Wealth 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 Q4	–	Sell	-174	Closed	-$3.92K	–	160
2023 Q3	$3.92K	Buy	+174	New	+$4.12K	﹤0.01%	152
2023 Q2	–	Sell	-225	Closed	-$5.09K	–	170
2023 Q1	$5.09K	Hold	225	–	–	﹤0.01%	147
2022 Q4	$4.92K	Buy	+225	New	+$4.93K	﹤0.01%	151

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

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

MGIA

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

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

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

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

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

Moss Adams Wealth Advisors's SCHM Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 174 shares — an estimated $3.92K sold.

Moss Adams Wealth Advisors first reported a position in SCHM in Q4 2022 and held it in 3 quarters. The position peaked at $5.09K in Q1 2023. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 174 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $3.92K.
Moss Adams Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 3 quarters.
Moss Adams Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $5.09K in Q1 2023.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.