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Nova R Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Nova R Wealth’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
Q4 		– Sell
-16,110
Closed -$446K – 87
2024
Q3 		$446K Sell
16,110
-1,068
-6% -$28.4K 0.22% 54
2024
Q2 		$446K Sell
17,178
-18,198
-51% -$476K 0.23% 51
2024
Q1 		$960K Buy
+35,376
New +$902K 0.5% 39

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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

Nova R Wealth's SCHM Position: Q4 2024 in Review

Nova R Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 16,110 shares — an estimated $446K sold.

Nova R Wealth first reported a position in SCHM in Q1 2024 and held it in 3 quarters. The position peaked at $960K in Q1 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Nova R Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Nova R Wealth sold 16,110 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $446K.
  • Nova R Wealth first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 3 quarters.
  • Nova R Wealth's Schwab US Mid-Cap ETF position peaked at $960K in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Nova R Wealth's 13F filing for Q4 2024, filed 30 Jan 2025.