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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 $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
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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return