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

Regions Financial Corp’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
-7,971
Closed -$221K – 854
2024
Q3 		$221K Sell
7,971
-1,263
-14% -$33.6K ﹤0.01% 785
2024
Q2 		$240K Hold
9,234
– – ﹤0.01% 743
2024
Q1 		$251K Sell
9,234
-2,268
-20% -$57.8K ﹤0.01% 745
2023
Q4 		$289K Sell
11,502
-96
-0.8% -$2.2K ﹤0.01% 711
2023
Q3 		$262K Sell
11,598
-246
-2% -$5.83K ﹤0.01% 710
2023
Q2 		$280K Sell
11,844
-78
-0.7% -$1.76K ﹤0.01% 707
2023
Q1 		$269K Buy
11,922
+78
+0.7% +$1.8K ﹤0.01% 720
2022
Q4 		$259K Sell
11,844
-600
-5% -$13.2K ﹤0.01% 729
2022
Q3 		$252K Sell
12,444
-150
-1% -$3.35K ﹤0.01% 718
2022
Q2 		$263K Buy
12,594
+552
+5% +$12.7K ﹤0.01% 741
2022
Q1 		$305K Hold
12,042
– – ﹤0.01% 759
2021
Q4 		$323K Sell
12,042
-1,059
-8% -$28.2K ﹤0.01% 761
2021
Q3 		$335K Sell
13,101
-264
-2% -$6.9K ﹤0.01% 725
2021
Q2 		$349K Buy
13,365
+1,191
+10% +$30.8K ﹤0.01% 703
2021
Q1 		$302K Hold
12,174
– – ﹤0.01% 714
2020
Q4 		$277K Buy
+12,174
New +$254K ﹤0.01% 706
2019
Q2 		– Sell
-3,633
Closed -$67K – 1554
2019
Q1 		$67K Buy
3,633
+1,899
+110% +$33.9K ﹤0.01% 1068
2018
Q4 		$28K Hold
1,734
– – ﹤0.01% 1274
2018
Q3 		$33K Hold
1,734
– – ﹤0.01% 1313
2018
Q2 		$32K Hold
1,734
– – ﹤0.01% 1325
2018
Q1 		$31K Sell
1,734
-2,853
-62% -$51.2K ﹤0.01% 1340
2017
Q4 		$81K Buy
+4,587
New +$79.2K ﹤0.01% 1109

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

Regions Financial Corp's SCHM Position: Q4 2024 in Review

Regions Financial Corp sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 7,971 shares — an estimated $221K sold.

Regions Financial Corp first reported a position in SCHM in Q4 2017 and held it in 22 quarters. The position peaked at $349K in Q2 2021. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Regions Financial Corp reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Regions Financial Corp sold 7,971 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $221K.
  • Regions Financial Corp first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and held it in 22 quarters.
  • Regions Financial Corp's Schwab US Mid-Cap ETF position peaked at $349K in Q2 2021.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Regions Financial Corp's 13F filing for Q4 2024, filed 14 Feb 2025.