TrueWealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

TrueWealth Advisors’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 Q3	–	Sell	-10,806	Closed	-$280K	–	237
2024 Q2	$280K	Sell	10,806 -14,385	-57%	-$376K	0.1%	172
2024 Q1	$684K	Sell	25,191 -21	-0.1%	-$536	0.26%	71
2023 Q4	$633K	Sell	25,212 -1,407	-5%	-$32.2K	0.25%	69
2023 Q3	$601K	Sell	26,619 -1,293	-5%	-$30.6K	0.25%	72
2023 Q2	$661K	Buy	27,912 +3,888	+16%	+$87.6K	0.27%	68
2023 Q1	$543K	Buy	24,024 +1,410	+6%	+$32.5K	0.23%	79
2022 Q4	$495K	Buy	22,614 +8,790	+64%	+$193K	0.22%	80
2022 Q3	$279K	Buy	+13,824	New	+$308K	0.13%	121

Other funds holding SCHM

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

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

TrueWealth Advisors's SCHM Position: Q3 2024 in Review

TrueWealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 10,806 shares — an estimated $280K sold.

TrueWealth Advisors first reported a position in SCHM in Q3 2022 and held it in 8 quarters. The position peaked at $684K in Q1 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

TrueWealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
TrueWealth Advisors sold 10,806 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $280K.
TrueWealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q3 2022 and held it in 8 quarters.
TrueWealth Advisors's Schwab US Mid-Cap ETF position peaked at $684K in Q1 2024.
882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on TrueWealth Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.