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

Valued Wealth 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
Q2 		– Sell
-1,200
Closed -$32.6K – 626
2024
Q1 		$32.6K Buy
1,200
+1,170
+3,900% +$29.8K 0.02% 90
2023
Q4 		$685 Buy
+30
New +$687 ﹤0.01% 408

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
Northwestern Mutual Wealth Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
UBS Group
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

Valued Wealth Advisors's SCHM Position: Q2 2024 in Review

Valued Wealth Advisors sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2024, closing a stake of 1,200 shares — an estimated $32.6K sold.

Valued Wealth Advisors first reported a position in SCHM in Q4 2023 and held it in 2 quarters. The position peaked at $32.6K in Q1 2024. 855 funds tracked by Wall St. Rank hold SCHM as of Q2 2024.

  • Valued Wealth Advisors reported no remaining Schwab US Mid-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 1,200 Schwab US Mid-Cap ETF shares in Q2 2024, an estimated $32.6K.
  • Valued Wealth Advisors first reported a position in Schwab US Mid-Cap ETF in Q4 2023 and held it in 2 quarters.
  • Valued Wealth Advisors's Schwab US Mid-Cap ETF position peaked at $32.6K in Q1 2024.
  • 855 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2024.

Based on Valued Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.