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Transparent Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Transparent Wealth 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
2023
Q1 		$1.16M Buy
51,174
+81
+0.2% +$1.86K 0.85% 15
2022
Q4 		$1.12M Buy
51,093
+879
+2% +$19.3K 0.87% 14
2022
Q3 		$1.01M Buy
50,214
+1,767
+4% +$39.4K 0.85% 15
2022
Q2 		$1.01M Buy
+48,447
New +$1.12M 0.89% 13
2022
Q1 		– Sell
-48,918
Closed -$1.31M – 51
2021
Q4 		$1.31M Buy
+48,918
New +$1.3M 0.99% 12

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
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Transparent Wealth Partners's SCHM Position: Q1 2023 in Review

Transparent Wealth Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 0.16% in Q1 2023, buying an estimated $1.86K and bringing the position to 51,174 shares worth $1.16M. The position accounts for 0.85% of the portfolio, ranked #15.

Transparent Wealth Partners first reported a position in SCHM in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.31M in Q4 2021. 783 funds tracked by Wall St. Rank hold SCHM as of Q1 2023.

  • Transparent Wealth Partners held 51,174 shares of Schwab US Mid-Cap ETF worth $1.16M as of Q1 2023.
  • Transparent Wealth Partners bought 81 Schwab US Mid-Cap ETF shares in Q1 2023, an estimated $1.86K.
  • Schwab US Mid-Cap ETF made up 0.85% of Transparent Wealth Partners's portfolio in Q1 2023, its #15 holding.
  • Transparent Wealth Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2021 and has held it in 5 quarters since.
  • Transparent Wealth Partners's Schwab US Mid-Cap ETF position peaked at $1.31M in Q4 2021.
  • 783 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2023.

Based on Transparent Wealth Partners's 13F filing for Q1 2023, filed 13 Apr 2023.