RG
SCHM icon

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

Retirement Group’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
Q1 		$74.9K Buy
2,760
+6
+0.2% +$153 0.03% 191
2023
Q4 		$69.1K Buy
2,754
+9
+0.3% +$206 0.03% 186
2023
Q3 		$61.9K Sell
2,745
-1,944
-41% -$46.1K 0.03% 181
2023
Q2 		$111K Buy
4,689
+9
+0.2% +$203 0.05% 135
2023
Q1 		$106K Sell
4,680
-309
-6% -$7.12K 0.05% 132
2022
Q4 		$109K Buy
4,989
+909
+22% +$19.9K 0.05% 118
2022
Q3 		$82K Sell
4,080
-1,389
-25% -$31K 0.07% 92
2022
Q2 		$114K Sell
5,469
-4,938
-47% -$114K 0.05% 141
2022
Q1 		$263K Sell
10,407
-444
-4% -$11.1K 0.1% 97
2021
Q4 		$291K Buy
10,851
+9
+0.1% +$240 0.13% 90
2021
Q3 		$277K Sell
10,842
-291
-3% -$7.6K 0.13% 94
2021
Q2 		$290K Sell
11,133
-819
-7% -$21.2K 0.14% 87
2021
Q1 		$297K Sell
11,952
-219
-2% -$5.31K 0.13% 101
2020
Q4 		$276K Sell
12,171
-894
-7% -$18.6K 0.13% 101
2020
Q3 		$242K Buy
13,065
+6
+0% +$111 0.14% 115
2020
Q2 		$229K Buy
+13,059
New +$213K 0.14% 103
2019
Q4 		$213K Buy
+10,644
New +$206K 0.14% 106

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 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 $82.7B AUM 28.53% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Retirement Group's SCHM Position: Q1 2024 in Review

Retirement Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.22% in Q1 2024, buying an estimated $153 and bringing the position to 2,760 shares worth $74.9K. The position accounts for 0.03% of the portfolio, ranked #191.

Retirement Group first reported a position in SCHM in Q4 2019 and has held it in 17 quarters since. The position peaked at $297K in Q1 2021. 862 funds tracked by Wall St. Rank hold SCHM as of Q1 2024.

  • Retirement Group held 2,760 shares of Schwab US Mid-Cap ETF worth $74.9K as of Q1 2024.
  • Retirement Group bought 6 Schwab US Mid-Cap ETF shares in Q1 2024, an estimated $153.
  • Schwab US Mid-Cap ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #191 holding.
  • Retirement Group first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Schwab US Mid-Cap ETF position peaked at $297K in Q1 2021.
  • 862 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.