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Pinnacle Family Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Pinnacle Family 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
Q3 		– Sell
-13,131
Closed -$311K – 100
2023
Q2 		$311K Sell
13,131
-972
-7% -$21.9K 0.17% 80
2023
Q1 		$319K Sell
14,103
-2,007
-12% -$46.2K 0.19% 79
2022
Q4 		$352K Buy
16,110
+1,854
+13% +$40.6K 0.25% 67
2022
Q3 		$288K Sell
14,256
-24
-0.2% -$535 0.25% 67
2022
Q2 		$299K Buy
14,280
+234
+2% +$5.4K 0.24% 70
2022
Q1 		$355K Sell
14,046
-106,044
-88% -$2.66M 0.19% 88
2021
Q4 		$3.22M Buy
120,090
+16,827
+16% +$449K 1.46% 14
2021
Q3 		$2.64M Buy
103,263
+2,673
+3% +$69.8K 1.18% 15
2021
Q2 		$2.62M Buy
100,590
+13,257
+15% +$342K 1.15% 27
2021
Q1 		$2.17M Sell
87,333
-14,307
-14% -$347K 1.14% 23
2020
Q4 		$2.31M Buy
101,640
+7,272
+8% +$152K 1.41% 14
2020
Q3 		$1.75M Buy
94,368
+1,077
+1% +$20K 1.18% 20
2020
Q2 		$1.64M Buy
93,291
+62,430
+202% +$1.02M 1.43% 19
2020
Q1 		$434K Sell
30,861
-42,213
-58% -$773K 0.52% 39
2019
Q4 		$1.47M Sell
73,074
-2,124
-3% -$41.1K 1.32% 21
2019
Q3 		$1.42M Buy
75,198
+7,326
+11% +$138K 1.25% 21
2019
Q2 		$1.29M Sell
67,872
-7,506
-10% -$140K 1.07% 26
2019
Q1 		$1.39M Buy
75,378
+48,126
+177% +$860K 1.24% 26
2018
Q4 		$435K Sell
27,252
-21
-0.1% -$367 0.29% 45
2018
Q3 		$526K Sell
27,273
-43,005
-61% -$819K 0.28% 45
2018
Q2 		$1.29M Sell
70,278
-32,427
-32% -$586K 0.68% 28
2018
Q1 		$1.81M Buy
+102,705
New +$1.84M 1.03% 20
2017
Q2 		– Sell
-103,011
Closed -$1.63M – 80
2017
Q1 		$1.63M Buy
103,011
+23,484
+30% +$366K 1.01% 19
2016
Q4 		$1.2M Buy
+79,527
New +$1.16M 0.73% 35

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pinnacle Family Advisors's SCHM Position: Q3 2023 in Review

Pinnacle Family Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 13,131 shares — an estimated $311K sold.

Pinnacle Family Advisors first reported a position in SCHM in Q4 2016 and held it in 24 quarters. The position peaked at $3.22M in Q4 2021. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • Pinnacle Family Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 13,131 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $311K.
  • Pinnacle Family Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 24 quarters.
  • Pinnacle Family Advisors's Schwab US Mid-Cap ETF position peaked at $3.22M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on Pinnacle Family Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.