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Northwest Investment Counselors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Northwest Investment Counselors’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
Q3 		$110K Buy
+3,960
New +$105K 0.02% 180
2024
Q2 		– Sell
-4,548
Closed -$123K – 430
2024
Q1 		$123K Buy
+4,548
New +$116K 0.03% 166
2023
Q4 		– Sell
-4,536
Closed -$102K – 449
2023
Q3 		$102K Sell
4,536
-339
-7% -$8.03K 0.03% 179
2023
Q2 		$115K Sell
4,875
-1,047
-18% -$23.6K 0.03% 171
2023
Q1 		$134K Buy
5,922
+12
+0.2% +$276 0.04% 171
2022
Q4 		$129K Buy
5,910
+15
+0.3% +$329 0.04% 175
2022
Q3 		$119K Buy
5,895
+12
+0.2% +$268 0.04% 161
2022
Q2 		$123K Sell
5,883
-285
-5% -$6.58K 0.04% 159
2022
Q1 		$156K Buy
6,168
+9
+0.1% +$226 0.04% 154
2021
Q4 		$165K Buy
+6,159
New +$164K 0.04% 150
2021
Q2 		– Sell
-6,627
Closed -$164K – 375
2021
Q1 		$164K Buy
+6,627
New +$161K 0.05% 144
2020
Q4 		– Sell
-6,609
Closed -$122K – 374
2020
Q3 		$122K Buy
+6,609
New +$122K 0.04% 145
2019
Q4 		– Sell
-8,097
Closed -$153K – 430
2019
Q3 		$153K Buy
+8,097
New +$153K 0.05% 149
2017
Q4 		– Sell
-8,805
Closed -$147K – 273
2017
Q3 		$147K Hold
8,805
– – 0.06% 127
2017
Q2 		$141K Buy
+8,805
New +$140K 0.06% 125

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Northwest Investment Counselors's SCHM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2024: 3,960 shares worth $110K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SCHM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in SCHM in Q2 2017 and has held it in 15 quarters since. The position peaked at $165K in Q4 2021. 883 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Northwest Investment Counselors held 3,960 shares of Schwab US Mid-Cap ETF worth $110K as of Q3 2024.
  • Schwab US Mid-Cap ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab US Mid-Cap ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #180 holding.
  • Northwest Investment Counselors first reported a position in Schwab US Mid-Cap ETF in Q2 2017 and has held it in 15 quarters since.
  • Northwest Investment Counselors's Schwab US Mid-Cap ETF position peaked at $165K in Q4 2021.
  • 883 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.