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

Redmont 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
Q1 		– Sell
-15,000
Closed -$328K – 104
2022
Q4 		$328K Hold
15,000
– – 0.38% 70
2022
Q3 		$303K Hold
15,000
– – 0.39% 64
2022
Q2 		$314K Hold
15,000
– – 0.38% 63
2022
Q1 		$379K Hold
15,000
– – 0.4% 59
2021
Q4 		$402K Buy
+15,000
New +$400K 0.43% 52

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Redmont Wealth Advisors's SCHM Position: Q1 2023 in Review

Redmont Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q1 2023, closing a stake of 15,000 shares — an estimated $328K sold.

Redmont Wealth Advisors first reported a position in SCHM in Q4 2021 and held it in 5 quarters. The position peaked at $402K in Q4 2021. 782 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Redmont Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 15,000 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $328K.
  • Redmont Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and held it in 5 quarters.
  • Redmont Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $402K in Q4 2021.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Redmont Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.