WP
SCHM icon

WealthPLAN Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-864
Closed -$20.5K – 996
2023
Q2 		$20.5K Sell
864
-1,389
-62% -$31.3K ﹤0.01% 670
2023
Q1 		$51K Buy
+2,253
New +$51.9K 0.01% 550

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 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 $187B AUM 21.7% 1-Year Est. Return

WealthPLAN Partners's SCHM Position: Q3 2023 in Review

WealthPLAN Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2023, closing a stake of 864 shares — an estimated $20.5K sold.

WealthPLAN Partners first reported a position in SCHM in Q1 2023 and held it in 2 quarters. The position peaked at $51K in Q1 2023. 776 funds tracked by Wall St. Rank hold SCHM as of Q3 2023.

  • WealthPLAN Partners reported no remaining Schwab US Mid-Cap ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 864 Schwab US Mid-Cap ETF shares in Q3 2023, an estimated $20.5K.
  • WealthPLAN Partners first reported a position in Schwab US Mid-Cap ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Schwab US Mid-Cap ETF position peaked at $51K in Q1 2023.
  • 776 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.