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VisionPoint Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

VisionPoint Advisory 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
2024
Q3 		– Sell
-99
Closed -$2.57K – 671
2024
Q2 		$2.57K Buy
99
+21
+27% +$549 ﹤0.01% 634
2024
Q1 		$2.12K Sell
78
-12
-13% -$306 ﹤0.01% 676
2023
Q4 		$2.26K Sell
90
-2,232
-96% -$51.1K ﹤0.01% 609
2023
Q3 		$52.4K Buy
2,322
+2,301
+10,957% +$54.5K 0.02% 246
2023
Q2 		$497 Buy
+21
New +$473 ﹤0.01% 536

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
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

VisionPoint Advisory Group's SCHM Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2024, closing a stake of 99 shares — an estimated $2.57K sold.

VisionPoint Advisory Group first reported a position in SCHM in Q2 2023 and held it in 5 quarters. The position peaked at $52.4K in Q3 2023. 882 funds tracked by Wall St. Rank hold SCHM as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Schwab US Mid-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 99 Schwab US Mid-Cap ETF shares in Q3 2024, an estimated $2.57K.
  • VisionPoint Advisory Group first reported a position in Schwab US Mid-Cap ETF in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Schwab US Mid-Cap ETF position peaked at $52.4K in Q3 2023.
  • 882 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.