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

REDW Wealth’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
Q2 		– Sell
-7,485
Closed -$203K – 165
2024
Q1 		$203K Buy
+7,485
New +$191K 0.05% 158
2021
Q3 		– Sell
-7,791
Closed -$203K – 118
2021
Q2 		$203K Buy
+7,791
New +$201K 0.06% 114
2020
Q1 		– Sell
-9,972
Closed -$200K – 82
2019
Q4 		$200K Sell
9,972
-1,677
-14% -$32.5K 0.11% 77
2019
Q3 		$220K Sell
11,649
-267
-2% -$5.04K 0.13% 75
2019
Q2 		$227K Buy
11,916
+921
+8% +$17.2K 0.14% 76
2019
Q1 		$203K Buy
+10,995
New +$196K 0.12% 81
2018
Q4 		– Sell
-11,625
Closed -$224K – 86
2018
Q3 		$224K Sell
11,625
-90
-0.8% -$1.72K 0.15% 76
2018
Q2 		$215K Sell
11,715
-933
-7% -$16.9K 0.15% 75
2018
Q1 		$223K Hold
12,648
– – 0.17% 71
2017
Q4 		$225K Buy
12,648
+3
+0% +$52 0.17% 73
2017
Q3 		$212K Sell
12,645
-348
-3% -$5.66K 0.18% 75
2017
Q2 		$208K Sell
12,993
-918
-7% -$14.6K 0.2% 68
2017
Q1 		$219K Sell
13,911
-1,959
-12% -$30.5K 0.22% 66
2016
Q4 		$239K Buy
+15,870
New +$232K 0.27% 63

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

REDW Wealth's SCHM Position: Q2 2024 in Review

REDW Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 7,485 shares — an estimated $203K sold.

REDW Wealth first reported a position in SCHM in Q4 2016 and held it in 14 quarters. The position peaked at $239K in Q4 2016. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • REDW Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • REDW Wealth sold 7,485 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $203K.
  • REDW Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2016 and held it in 14 quarters.
  • REDW Wealth's Schwab US Mid-Cap ETF position peaked at $239K in Q4 2016.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on REDW Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.