VV
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Verity & Verity’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Verity & Verity’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
-10,863
Closed -$282K – 122
2024
Q2 		$282K Sell
10,863
-3
-0% -$78 0.03% 100
2024
Q1 		$295K Buy
+10,866
New +$277K 0.03% 96

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Creative Planning
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HighTower Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Verity & Verity's SCHM Position: Q3 2024 in Review

Verity & Verity sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 10,863 shares — an estimated $282K sold.

Verity & Verity first reported a position in SCHM in Q1 2024 and held it in 2 quarters. The position peaked at $295K in Q1 2024. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • Verity & Verity reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Verity & Verity sold 10,863 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $282K.
  • Verity & Verity first reported a position in Schwab US Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Verity & Verity's Schwab US Mid-Cap ETF position peaked at $295K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on Verity & Verity's 13F filing for Q3 2024, filed 7 Nov 2024.