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

Wealth CMT’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
Q2 		– Sell
-144
Closed -$3K – 20
2023
Q1 		$3K Buy
+144
New +$3.32K ﹤0.01% 27

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
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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 CMT's SCHM Position: Q2 2023 in Review

Wealth CMT sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2023, closing a stake of 144 shares — an estimated $3K sold.

Wealth CMT first reported a position in SCHM in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 782 funds tracked by Wall St. Rank hold SCHM as of Q2 2023.

  • Wealth CMT reported no remaining Schwab US Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth CMT sold 144 Schwab US Mid-Cap ETF shares in Q2 2023, an estimated $3K.
  • Wealth CMT first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 1 quarter.
  • Wealth CMT's Schwab US Mid-Cap ETF position peaked at $3K in Q1 2023.
  • 782 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2023.

Based on Wealth CMT's 13F filing for Q2 2023, filed 12 Jul 2023.