Silicon Valley Capital Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Silicon Valley Capital Partners’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	-753	Closed	-$20.9K	–	324
2024 Q3	$20.9K	Buy	753 +6	+0.8%	+$160	﹤0.01%	188
2024 Q2	$19.4K	Hold	747	–	–	﹤0.01%	192
2024 Q1	$20.3K	Hold	747	–	–	﹤0.01%	178
2023 Q4	$18.7K	Buy	747 +6	+0.8%	+$137	﹤0.01%	191
2023 Q3	$16.7K	Hold	741	–	–	﹤0.01%	151
2023 Q2	$17.5K	Buy	741 +6	+0.8%	+$135	﹤0.01%	152
2023 Q1	$16.7K	Hold	735	–	–	﹤0.01%	144
2022 Q4	$16K	Buy	+735	New	+$16.1K	﹤0.01%	130

Other funds holding SCHM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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 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

Silicon Valley Capital Partners's SCHM Position: Q4 2024 in Review

Silicon Valley Capital Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q4 2024, closing a stake of 753 shares — an estimated $20.9K sold.

Silicon Valley Capital Partners first reported a position in SCHM in Q4 2022 and held it in 8 quarters. The position peaked at $20.9K in Q3 2024. 930 funds tracked by Wall St. Rank hold SCHM as of Q4 2024.

Silicon Valley Capital Partners reported no remaining Schwab US Mid-Cap ETF position as of Q4 2024 after selling out during the quarter.
Silicon Valley Capital Partners sold 753 Schwab US Mid-Cap ETF shares in Q4 2024, an estimated $20.9K.
Silicon Valley Capital Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
Silicon Valley Capital Partners's Schwab US Mid-Cap ETF position peaked at $20.9K in Q3 2024.
930 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2024.

Based on Silicon Valley Capital Partners's 13F filing for Q4 2024, filed 29 Jan 2025.