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Provident Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Provident Wealth Management’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
Q2 		– Sell
-3
Closed -$68 – 99
2023
Q1 		$68 Hold
3
– – ﹤0.01% 95
2022
Q4 		$66 Hold
3
– – ﹤0.01% 89
2022
Q3 		$0 Hold
3
– – ﹤0.01% 96
2022
Q2 		$0 Sell
3
-3
-50% -$69 ﹤0.01% 103
2022
Q1 		$0 Hold
6
– – ﹤0.01% 105
2021
Q4 		$0 Sell
6
-18
-75% -$480 ﹤0.01% 86
2021
Q3 		$1K Sell
24
-18
-43% -$470 ﹤0.01% 75
2021
Q2 		$1K Sell
42
-3
-7% -$77 ﹤0.01% 76
2021
Q1 		$1K Sell
45
-57
-56% -$1.38K ﹤0.01% 66
2020
Q4 		$2K Sell
102
-18
-15% -$375 ﹤0.01% 61
2020
Q3 		$2K Sell
120
-108,738
-100% -$2.01M ﹤0.01% 253
2020
Q2 		$1.91M Sell
108,858
-6,483
-6% -$106K 2.1% 13
2020
Q1 		$1.62M Buy
115,341
+2,073
+2% +$38K 1.98% 14
2019
Q4 		$2.27M Buy
+113,268
New +$2.19M 2.03% 15

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Provident Wealth Management's SCHM Position: Q2 2023 in Review

Provident Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 3 shares — an estimated $68 sold.

Provident Wealth Management first reported a position in SCHM in Q4 2019 and held it in 14 quarters. The position peaked at $2.27M in Q4 2019. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Provident Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Provident Wealth Management sold 3 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $68.
  • Provident Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and held it in 14 quarters.
  • Provident Wealth Management's Schwab US Mid-Cap ETF position peaked at $2.27M in Q4 2019.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Provident Wealth Management's 13F filing for Q2 2023, filed 31 Jul 2023.