Sage Investment Advisers’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Sage Investment Advisers’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 Q3	$745K	Buy	26,886 +2,943	+12%	+$78.3K	0.78%	36
2024 Q2	$621K	Buy	23,943 +828	+4%	+$21.7K	0.7%	36
2024 Q1	$627K	Sell	23,115 -345	-1%	-$8.8K	0.72%	37
2023 Q4	$589K	Sell	23,460 -40,614	-63%	-$931K	0.71%	38
2023 Q3	$1.45M	Sell	64,074 -75	-0.1%	-$1.78K	1.98%	21
2023 Q2	$1.52M	Sell	64,149 -6,639	-9%	-$150K	2.03%	21
2023 Q1	$1.6M	Buy	70,788 +1,965	+3%	+$45.3K	2.14%	18
2022 Q4	$1.51M	Buy	68,823 +1,782	+3%	+$39.1K	2.15%	17
2022 Q3	$1.35M	Buy	67,041 +12,228	+22%	+$273K	2.14%	19
2022 Q2	$1.15M	Buy	54,813 +16,077	+42%	+$371K	1.79%	21
2022 Q1	$980K	Buy	38,736 +4,638	+14%	+$116K	1.3%	28
2021 Q4	$914K	Buy	+34,098	New	+$909K	1.18%	30

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Sage Investment Advisers's SCHM Position: Q3 2024 in Review

Sage Investment Advisers increased its Schwab US Mid-Cap ETF (SCHM) stake by 12% in Q3 2024, buying an estimated $78.3K and bringing the position to 26,886 shares worth $745K. The position accounts for 0.78% of the portfolio, ranked #36.

Sage Investment Advisers first reported a position in SCHM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.6M in Q1 2023. 883 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

Sage Investment Advisers held 26,886 shares of Schwab US Mid-Cap ETF worth $745K as of Q3 2024.
Sage Investment Advisers bought 2,943 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $78.3K.
Schwab US Mid-Cap ETF made up 0.78% of Sage Investment Advisers's portfolio in Q3 2024, its #36 holding.
Sage Investment Advisers first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Sage Investment Advisers's Schwab US Mid-Cap ETF position peaked at $1.6M in Q1 2023.
883 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Sage Investment Advisers's 13F filing for Q3 2024, filed 4 Nov 2024.