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

Pinion Investment 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
-11,127
Closed -$251K – 166
2023
Q3 		$251K Buy
11,127
+1,005
+10% +$23.8K 0.16% 140
2023
Q2 		$240K Sell
10,122
-2,958
-23% -$66.7K 0.16% 151
2023
Q1 		$296K Sell
13,080
-420
-3% -$9.67K 0.28% 99
2022
Q4 		$295K Sell
13,500
-186
-1% -$4.08K 0.28% 99
2022
Q3 		$276K Sell
13,686
-108
-0.8% -$2.41K 0.24% 121
2022
Q2 		$288K Sell
13,794
-618
-4% -$14.3K 0.24% 127
2022
Q1 		$364K Sell
14,412
-300
-2% -$7.52K 0.25% 119
2021
Q4 		$394K Buy
14,712
+156
+1% +$4.16K 0.27% 111
2021
Q3 		$372K Buy
14,556
+717
+5% +$18.7K 0.3% 106
2021
Q2 		$361K Buy
13,839
+78
+0.6% +$2.02K 0.29% 111
2021
Q1 		$341K Sell
13,761
-966
-7% -$23.4K 0.32% 114
2020
Q4 		$335K Sell
14,727
-18,324
-55% -$382K 0.35% 99
2020
Q3 		$580K Hold
33,051
– – 0.88% 42
2020
Q2 		$580K Buy
33,051
+4,179
+14% +$68.1K 0.88% 42
2020
Q1 		$406K Sell
28,872
-1,752
-6% -$32.1K 0.87% 52
2019
Q4 		$614K Buy
30,624
+2,304
+8% +$44.6K 1.14% 22
2019
Q3 		$534K Buy
28,320
+5,040
+22% +$95.2K 1.09% 26
2019
Q2 		$443K Buy
23,280
+7,407
+47% +$139K 0.95% 43
2019
Q1 		$293K Buy
+15,873
New +$284K 0.51% 96

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
Wealth Enhancement Advisory Services
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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Pinion Investment Advisors's SCHM Position: Q4 2023 in Review

Pinion Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2023, closing a stake of 11,127 shares — an estimated $251K sold.

Pinion Investment Advisors first reported a position in SCHM in Q1 2019 and held it in 19 quarters. The position peaked at $614K in Q4 2019. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

  • Pinion Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Pinion Investment Advisors sold 11,127 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $251K.
  • Pinion Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q1 2019 and held it in 19 quarters.
  • Pinion Investment Advisors's Schwab US Mid-Cap ETF position peaked at $614K in Q4 2019.
  • 853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Pinion Investment Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.