SPWM
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Schrum Private Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Schrum Private Wealth Management’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
-10,506
Closed -$291K – 163
2024
Q3 		$291K Buy
+10,506
New +$279K 0.15% 132

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

Schrum Private Wealth Management's SCHM Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 10,506 shares — an estimated $291K sold.

Schrum Private Wealth Management first reported a position in SCHM in Q3 2024 and held it in 1 quarter. The position peaked at $291K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 10,506 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $291K.
  • Schrum Private Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Schwab US Mid-Cap ETF position peaked at $291K in Q3 2024.
  • 930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.