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Portside Wealth Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Portside Wealth Group’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 		– Sell
-15,807
Closed -$410K – 408
2024
Q2 		$410K Buy
+15,807
New +$414K 0.08% 235

Other funds holding SCHM

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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

Portside Wealth Group's SCHM Position: Q3 2024 in Review

Portside Wealth Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 15,807 shares — an estimated $410K sold.

Portside Wealth Group first reported a position in SCHM in Q2 2024 and held it in 1 quarter. The position peaked at $410K in Q2 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Portside Wealth Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Portside Wealth Group sold 15,807 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $410K.
  • Portside Wealth Group first reported a position in Schwab US Mid-Cap ETF in Q2 2024 and held it in 1 quarter.
  • Portside Wealth Group's Schwab US Mid-Cap ETF position peaked at $410K in Q2 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Portside Wealth Group's 13F filing for Q3 2024, filed 31 Oct 2024.