RRC
SCHM icon

Relaxing Retirement Coach’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Relaxing Retirement Coach’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
Q2 		$7.15M Sell
302,139
-1,311
-0.4% -$29.5K 2.15% 11
2023
Q1 		$6.86M Sell
303,450
-2,511
-0.8% -$57.8K 2.29% 11
2022
Q4 		$6.69M Sell
305,961
-2,628
-0.9% -$57.6K 2.48% 10
2022
Q3 		$6.23M Sell
308,589
-3,888
-1% -$86.7K 2.94% 10
2022
Q2 		$6.53M Sell
312,477
-10,869
-3% -$251K 3.3% 9
2022
Q1 		$8.18M Sell
323,346
-2,892
-0.9% -$72.5K 4.19% 8
2021
Q4 		$8.74M Sell
326,238
-1,647
-0.5% -$43.9K 5.03% 7
2021
Q3 		$8.38M Sell
327,885
-5,655
-2% -$148K 6.87% 4
2021
Q2 		$8.7M Sell
333,540
-1,803
-0.5% -$46.6K 7.4% 3
2021
Q1 		$8.32M Sell
335,343
-4,206
-1% -$102K 9.5% 2
2020
Q4 		$7.72M Sell
339,549
-340,551
-50% -$7.1M 8.43% 2
2020
Q3 		$12.6M Buy
680,100
+338,577
+99% +$6.27M 5.49% 2
2020
Q2 		$5.99M Sell
341,523
-26,427
-7% -$431K 4.22% 4
2020
Q1 		$5.17M Sell
367,950
-23,766
-6% -$435K 3.18% 10
2019
Q4 		$7.85M Sell
391,716
-96
-0% -$1.86K 2.3% 21
2019
Q3 		$7.38M Sell
391,812
-2,952
-0.7% -$55.8K 2.28% 22
2019
Q2 		$7.51M Sell
394,764
-9,408
-2% -$176K 2.29% 21
2019
Q1 		$7.46M Sell
404,172
-12,381
-3% -$221K 2.33% 22
2018
Q4 		$6.65M Buy
416,553
+42,684
+11% +$746K 2.25% 22
2018
Q3 		$7.21M Sell
373,869
-12,660
-3% -$241K 2.16% 21
2018
Q2 		$7.07M Sell
386,529
-103,890
-21% -$1.88M 2.18% 20
2018
Q1 		$8.64M Sell
490,419
-163,485
-25% -$2.94M 2.73% 17
2017
Q4 		$11.6M Buy
+653,904
New +$11.3M 3.77% 10

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Relaxing Retirement Coach's SCHM Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.43% in Q2 2023, selling an estimated $29.5K and leaving 302,139 shares worth $7.15M. The position accounts for 2.15% of the portfolio, ranked #11.

Relaxing Retirement Coach first reported a position in SCHM in Q4 2017 and has held it in 23 quarters since. The position peaked at $12.6M in Q3 2020. 783 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Relaxing Retirement Coach held 302,139 shares of Schwab US Mid-Cap ETF worth $7.15M as of Q2 2023.
  • Relaxing Retirement Coach sold 1,311 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $29.5K.
  • Schwab US Mid-Cap ETF made up 2.15% of Relaxing Retirement Coach's portfolio in Q2 2023, its #11 holding.
  • Relaxing Retirement Coach first reported a position in Schwab US Mid-Cap ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab US Mid-Cap ETF position peaked at $12.6M in Q3 2020.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.