Prudential Financial
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Prudential Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Prudential Financial’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
Q4 		– Sell
-51,681
Closed -$1.43M – 2627
2024
Q3 		$1.43M Sell
51,681
-5,523
-10% -$147K ﹤0.01% 1695
2024
Q2 		$1.48M Buy
57,204
+1,557
+3% +$40.7K ﹤0.01% 1597
2024
Q1 		$1.51M Buy
55,647
+6,294
+13% +$161K ﹤0.01% 1612
2023
Q4 		$1.24M Buy
49,353
+8,031
+19% +$184K ﹤0.01% 1714
2023
Q3 		$932K Sell
41,322
-756
-2% -$17.9K ﹤0.01% 1803
2023
Q2 		$996K Buy
42,078
+1,092
+3% +$24.6K ﹤0.01% 1814
2023
Q1 		$927K Sell
40,986
-1,215
-3% -$28K ﹤0.01% 1783
2022
Q4 		$923K Buy
42,201
+252
+0.6% +$5.52K ﹤0.01% 1746
2022
Q3 		$852K Buy
41,949
+2,904
+7% +$64.8K ﹤0.01% 1836
2022
Q2 		$824K Buy
39,045
+732
+2% +$16.9K ﹤0.01% 1895
2022
Q1 		$969K Buy
38,313
+3,135
+9% +$78.6K ﹤0.01% 1891
2021
Q4 		$968K Buy
35,178
+123
+0.4% +$3.28K ﹤0.01% 1895
2021
Q3 		$918K Buy
35,055
+4,869
+16% +$127K ﹤0.01% 1848
2021
Q2 		$788K Buy
30,186
+5,055
+20% +$131K ﹤0.01% 1948
2021
Q1 		$623K Buy
+25,131
New +$610K ﹤0.01% 2046

Other funds holding SCHM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
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

Prudential Financial's SCHM Position: Q4 2024 in Review

Prudential Financial sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 51,681 shares — an estimated $1.43M sold.

Prudential Financial first reported a position in SCHM in Q1 2021 and held it in 15 quarters. The position peaked at $1.51M in Q1 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Prudential Financial reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 51,681 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $1.43M.
  • Prudential Financial first reported a position in Schwab US Mid-Cap ETF in Q1 2021 and held it in 15 quarters.
  • Prudential Financial's Schwab US Mid-Cap ETF position peaked at $1.51M in Q1 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.