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Planning Capital Management Corporation’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Planning Capital Management Corporation’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 		$941K Sell
33,981
-2,175
-6% -$57.8K 0.62% 42
2024
Q2 		$938K Buy
36,156
+69
+0.2% +$1.8K 0.66% 34
2024
Q1 		$980K Sell
36,087
-4,983
-12% -$127K 0.72% 32
2023
Q4 		$1.03M Buy
+41,070
New +$941K 0.81% 29

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

Planning Capital Management Corporation's SCHM Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Schwab US Mid-Cap ETF (SCHM) stake by 6% in Q3 2024, selling an estimated $57.8K and leaving 33,981 shares worth $941K. The position accounts for 0.62% of the portfolio, ranked #42.

Planning Capital Management Corporation first reported a position in SCHM in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2023. 883 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Planning Capital Management Corporation held 33,981 shares of Schwab US Mid-Cap ETF worth $941K as of Q3 2024.
  • Planning Capital Management Corporation sold 2,175 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $57.8K.
  • Schwab US Mid-Cap ETF made up 0.62% of Planning Capital Management Corporation's portfolio in Q3 2024, its #42 holding.
  • Planning Capital Management Corporation first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Schwab US Mid-Cap ETF position peaked at $1.03M in Q4 2023.
  • 883 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.