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StrategIQ Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

StrategIQ Financial 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
2023
Q4 		$1.13M Sell
44,838
-15
-0% -$344 0.13% 137
2023
Q3 		$1.01M Hold
44,853
– – 0.12% 136
2023
Q2 		$1.06M Sell
44,853
-525
-1% -$11.8K 0.12% 134
2023
Q1 		$1.03M Sell
45,378
-297
-0.7% -$6.84K 0.12% 129
2022
Q4 		$999K Hold
45,675
– – 0.12% 124
2022
Q3 		$922K Sell
45,675
-393
-0.9% -$8.77K 0.12% 124
2022
Q2 		$963K Sell
46,068
-45
-0.1% -$1.04K 0.12% 127
2022
Q1 		$1.17M Buy
46,113
+465
+1% +$11.7K 0.13% 121
2021
Q4 		$1.22M Sell
45,648
-780
-2% -$20.8K 0.12% 119
2021
Q3 		$1.19M Sell
46,428
-249
-0.5% -$6.51K 0.24% 85
2021
Q2 		$1.22M Sell
46,677
-441
-0.9% -$11.4K 0.24% 83
2021
Q1 		$1.17M Sell
47,118
-987
-2% -$23.9K 0.25% 81
2020
Q4 		$1.09M Hold
48,105
– – 0.24% 80
2020
Q3 		$890K Sell
48,105
-996
-2% -$18.5K 0.22% 85
2020
Q2 		$861K Sell
49,101
-2,145
-4% -$35K 0.23% 81
2020
Q1 		$720K Sell
51,246
-225
-0.4% -$4.12K 0.22% 91
2019
Q4 		$1.03M Hold
51,471
– – 0.27% 84
2019
Q3 		$970K Sell
51,471
-81
-0.2% -$1.53K 0.27% 84
2019
Q2 		$981K Sell
51,552
-1,269
-2% -$23.7K 0.28% 82
2019
Q1 		$975K Sell
52,821
-3,543
-6% -$63.3K 0.3% 80
2018
Q4 		$901K Buy
56,364
+522
+0.9% +$9.12K 0.31% 78
2018
Q3 		$1.08M Sell
55,842
-2,370
-4% -$45.2K 0.34% 66
2018
Q2 		$1.06M Buy
58,212
+978
+2% +$17.7K 0.37% 68
2018
Q1 		$1.01M Sell
57,234
-39
-0.1% -$701 0.4% 63
2017
Q4 		$1.02M Sell
57,273
-1,194
-2% -$20.6K 0.4% 69
2017
Q3 		$977K Buy
58,467
+93
+0.2% +$1.51K 0.39% 53
2017
Q2 		$937K Sell
58,374
-5,340
-8% -$84.9K 0.4% 57
2017
Q1 		$1M Buy
63,714
+7,005
+12% +$109K 0.46% 51
2016
Q4 		$853K Sell
56,709
-2,556
-4% -$37.4K 0.43% 56
2016
Q3 		$860K Buy
59,265
+987
+2% +$14.3K 0.47% 53
2016
Q2 		$816K Buy
58,278
+228
+0.4% +$3.14K 0.48% 52
2016
Q1 		$785K Buy
58,050
+16,155
+39% +$204K 0.73% 27
2015
Q4 		$560K Buy
+41,895
New +$569K 0.57% 31

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

StrategIQ Financial Group's SCHM Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 0.03% in Q4 2023, selling an estimated $344 and leaving 44,838 shares worth $1.13M. The position accounts for 0.13% of the portfolio, ranked #137.

StrategIQ Financial Group first reported a position in SCHM in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.22M in Q4 2021. 853 funds tracked by Wall St. Rank hold SCHM as of Q4 2023.

  • StrategIQ Financial Group held 44,838 shares of Schwab US Mid-Cap ETF worth $1.13M as of Q4 2023.
  • StrategIQ Financial Group sold 15 Schwab US Mid-Cap ETF shares in Q4 2023, an estimated $344.
  • Schwab US Mid-Cap ETF made up 0.13% of StrategIQ Financial Group's portfolio in Q4 2023, its #137 holding.
  • StrategIQ Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2015 and has held it in 33 quarters since.
  • StrategIQ Financial Group's Schwab US Mid-Cap ETF position peaked at $1.22M in Q4 2021.
  • 853 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.