Rainsberger Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Rainsberger Wealth 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 Q4	$7.67M	Sell	305,526 -4,635	-1%	-$106K	4.19%	5
2023 Q3	$7M	Buy	310,161 +3,834	+1%	+$90.8K	4.29%	7
2023 Q2	$7.25M	Sell	306,327 -10,413	-3%	-$235K	4.38%	5
2023 Q1	$7.16M	Buy	316,740 +2,688	+0.9%	+$61.9K	4.25%	5
2022 Q4	$6.87M	Sell	314,052 -2,466	-0.8%	-$54K	4.37%	5
2022 Q3	$6.39M	Buy	316,518 +1,470	+0.5%	+$32.8K	4.38%	4
2022 Q2	$6.59M	Sell	315,048 -129	-0%	-$2.98K	4.82%	5
2022 Q1	$7.97M	Buy	315,177 +2,043	+0.7%	+$51.2K	5.1%	4
2021 Q4	$8.39M	Buy	+313,134	New	+$8.35M	4.93%	4

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Rainsberger Wealth Advisors's SCHM Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Schwab US Mid-Cap ETF (SCHM) stake by 1.5% in Q4 2023, selling an estimated $106K and leaving 305,526 shares worth $7.67M. The position accounts for 4.19% of the portfolio, ranked #5.

Rainsberger Wealth Advisors first reported a position in SCHM in Q4 2021 and has held it in 9 quarters since. The position peaked at $8.39M in Q4 2021. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Rainsberger Wealth Advisors held 305,526 shares of Schwab US Mid-Cap ETF worth $7.67M as of Q4 2023.
Rainsberger Wealth Advisors sold 4,635 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $106K.
Schwab US Mid-Cap ETF made up 4.19% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #5 holding.
Rainsberger Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 9 quarters since.
Rainsberger Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $8.39M in Q4 2021.
853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.