Simplicity Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Simplicity Solutions’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
2023 Q4	$14.8M	Buy	590,736 +28,599	+5%	+$655K	0.41%	42
2023 Q3	$12.7M	Buy	562,137 +60,717	+12%	+$1.44M	0.41%	46
2023 Q2	$11.9M	Buy	501,420 +27,093	+6%	+$611K	0.32%	58
2023 Q1	$10.7M	Buy	+474,327	New	+$10.9M	0.28%	70
2019 Q2	–	Sell	-43,008	Closed	-$794K	–	833
2019 Q1	$794K	Buy	43,008 +23,799	+124%	+$425K	0.05%	293
2018 Q4	$307K	Buy	+19,209	New	+$336K	0.04%	439

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Simplicity Solutions's SCHM Position: Q4 2023 in Review

Simplicity Solutions increased its Schwab US Mid-Cap ETF (SCHM) stake by 5.1% in Q4 2023, buying an estimated $655K and bringing the position to 590,736 shares worth $14.8M. The position accounts for 0.41% of the portfolio, ranked #42.

Simplicity Solutions first reported a position in SCHM in Q4 2018 and has held it in 6 quarters since. 854 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

Simplicity Solutions held 590,736 shares of Schwab US Mid-Cap ETF worth $14.8M as of Q4 2023.
Simplicity Solutions bought 28,599 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $655K.
Schwab US Mid-Cap ETF made up 0.41% of Simplicity Solutions's portfolio in Q4 2023, its #42 holding.
Simplicity Solutions first reported a position in Schwab US Mid-Cap ETF in Q4 2018 and has held it in 6 quarters since.
854 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.