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Regal Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Regal Investment 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
2024
Q4 		– Sell
-32,646
Closed -$904K – 508
2024
Q3 		$904K Buy
32,646
+3,339
+11% +$88.8K 0.06% 256
2024
Q2 		$760K Buy
29,307
+2,793
+11% +$73.1K 0.05% 297
2024
Q1 		$720K Buy
26,514
+7,902
+42% +$202K 0.05% 295
2023
Q4 		$467K Buy
18,612
+3,819
+26% +$87.5K 0.04% 337
2023
Q3 		$334K Buy
14,793
+4,857
+49% +$115K 0.03% 371
2023
Q2 		$235K Buy
+9,936
New +$224K 0.02% 455
2013
Q3 		– Sell
-16,212
Closed -$173K – 927
2013
Q2 		$173K Buy
+16,212
New +$173K 0.1% 165

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

Regal Investment Advisors's SCHM Position: Q4 2024 in Review

Regal Investment Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 32,646 shares — an estimated $904K sold.

Regal Investment Advisors first reported a position in SCHM in Q2 2013 and held it in 7 quarters. The position peaked at $904K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Regal Investment Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 32,646 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $904K.
  • Regal Investment Advisors first reported a position in Schwab US Mid-Cap ETF in Q2 2013 and held it in 7 quarters.
  • Regal Investment Advisors's Schwab US Mid-Cap ETF position peaked at $904K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.