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

Pillar 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
2024
Q4 		– Sell
-12,453
Closed -$345K – 8
2024
Q3 		$345K Sell
12,453
-182,736
-94% -$4.86M 10.31% 4
2024
Q2 		$5.06M Sell
195,189
-142,800
-42% -$3.74M 6.08% 4
2024
Q1 		$9.17M Sell
337,989
-28,728
-8% -$733K 6.93% 4
2023
Q4 		$9.21M Sell
366,717
-30,693
-8% -$703K 7.09% 3
2023
Q3 		$8.97M Sell
397,410
-14,289
-3% -$339K 7.76% 3
2023
Q2 		$9.75M Sell
411,699
-14,637
-3% -$330K 8.14% 2
2023
Q1 		$9.64M Sell
426,336
-5,190
-1% -$120K 9.61% 3
2022
Q4 		$9.44M Sell
431,526
-1,947
-0.4% -$42.7K 9.1% 3
2022
Q3 		$8.75M Buy
433,473
+2,976
+0.7% +$66.4K 8.72% 3
2022
Q2 		$9M Buy
430,497
+2,241
+0.5% +$51.7K 9.16% 3
2022
Q1 		$10.8M Sell
428,256
-7,098
-2% -$178K 10.45% 3
2021
Q4 		$11.7M Buy
+435,354
New +$11.6M 11.1% 2

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Pillar Wealth Advisors's SCHM Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 12,453 shares — an estimated $345K sold.

Pillar Wealth Advisors first reported a position in SCHM in Q4 2021 and held it in 12 quarters. The position peaked at $11.7M in Q4 2021. 931 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Pillar Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 12,453 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $345K.
  • Pillar Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 12 quarters.
  • Pillar Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $11.7M in Q4 2021.
  • 931 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.